Manage cases with a sense of responsibility and urgency, proactively working around barriers and demonstrating a passion for achieving the best outcomes for our clients and subscribers.
Manage an allocated load of cases within the shift and ensure that case details and direction are communicated appropriately and efficiently in the transmission handover
At least 1-2 years of relevant in a customer service role
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Support agreement renewals in accordance with the agreement retention policy.
Refer opportunities for other products to other sales resources by creating sales cases.
New Agreement Business Development/Target Development Account: A list of target accounts may be provided or developed by the representative to make offers/calls/visits in pursuit of new agreement business opportunities.
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Ensures high net worth client account opening documents are complete and accurate and requirements are met and ensure that any data input is dealt with in a timely manner and in the correct and consistent format
May be involved in the credit application process by ensuring that all credit applications meet deadlines
Ensure that all high net worth client-service related activities are fully in compliance with the processes and procedures contained in it
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