skilled in E-commerce as well as the financial services aspect of the business. Additionally, oversee Design/introduce affordability calculators Credit management Customer experience Manage risk/optimisation/acquisition
skilled in E-commerce as well as the financial services aspect of the business. Additionally, oversee Design/introduce affordability calculators Credit management Customer experience Manage risk/optimisation/acquisition
affordability calculators
Credit management
Customer experience
Manage risk/optimisation/acquisition
based in Paarl, a leading independent financial services company is recruiting for a Insurance administrator Personal Assistant, preferably, to the Financial Services industry
OR a B-Degree with at least two-or-more preferably, but not limited to the Financial Services industry
Must be computer literate on a to client consultations for new business and service-related needs
Maintaining of existing bu
to):
Duties (but not limited to): Service existing clients Parts sourcing Assist Service Department with parts request walk-in customers and provide excellent service with regards to parts Provide best customer service Handle Handle customer complaints Receive & log stock into inventory Notify service department when parts / Literate Work well under pressure Multi tasker Customer care skills Good communication skills Please note
follow-ups Act as the primary point of contact for customer inquiries, concerns, and requests, ensuring prompt onboarding documentation, including contracts, service agreements, and any necessary forms Clearly outline resources to familiarize the client with your products/services Provide guidance on how to utilize your offerings exceptional customer care Problem-solving skills and adaptability Prior experience in customer care and
follow-ups Act as the primary point of contact for customer inquiries, concerns, and requests, ensuring prompt onboarding documentation, including contracts, service agreements, and any necessary forms Clearly outline resources to familiarize the client with your products/services Provide guidance on how to utilize your offerings exceptional customer care Problem-solving skills and adaptability Prior experience in customer care and
Routine Maintenance: Conduct routine maintenance services such as oil changes, tire rotations, brake inspections provide the best service. Customer Interaction: Communicate effectively with customers, explaining vehicle Documentation: Maintain detailed records of all services and repairs performed, ensuring compliance with standards. Team Collaboration: Work closely with service advisors, parts department, and other technicians technicians to ensure smooth workflow and customer satisfaction. Safety Standards: Adhere to all safety protocols
investment for customers by actively managing and expanding new and existing direct sales customer accounts relationships through on site visits, networking, and customer referrals Establish trusted relationships through understand the needs of the prospect and customer to move beyond service provider status to a mutually beneficial Conduct research into prospective and current customer base to identify opportunities and anticipate towards solving the customers unique challenges Act as an advisor for the customer by engaging in continued