advantageous • FAIS compliance (NQF Level 4) – with credits in commercial or personal lines Drive leads and
new lease agreements, including setting up Xero accounts, generating invoices, sending mandates, and ensuring interaction (15%): address incoming calls related to account queries with professionalism, escalate or transfer ensure all proof of payments are documented in Xero accounts Risk management (10%): proactively manage potential
Local/regional offices.
Problem deliveries, mailing accounts with futile trip charge.
Follow up on outstanding
respective regions as well as quotes done for non-account clients.
Run delivery reports by customer
Operational Efficiencies and Performance, who is accountable for our customer experience enhancements and and written communication skills • Numeracy – Accounting and Data analytics • MS Office and PC literate
Operational Efficiencies and Performance, who is accountable for our customer experience enhancements and and written communication skills • Numeracy – Accounting and Data analytics • MS Office and PC literate
report to our Team Leader: Client Service, who is accountable for all Laureate Service functions. Your qualifications: Champion • You are able to take ownership and accountability • You are able to multi-task • Excellent verbal
report to our Team Leader: Client Service, who is accountable for all Laureate Service functions. Your qualifications: Champion • You are able to take ownership and accountability • You are able to multi-task • Excellent verbal
will have: Proven experience in Customer Success, Account Management, or a similar customer-focused role
is essential
Manage and nurture Key Accounts
Develop new business
External on site