same principles to life insurance cover to create products that better meet our clients' needs. Our needs-matched role is to provide relationship management service, active case management and broker visits via email, or in person with members of the Distribution Channel in a professional, efficient and in a friendly Relationship management with our top producing financial advisors • Active case/pipeline management • Provide customers with the organisation's services and product information when requested • Processing administrative
same principles to life insurance cover to create products that better meet our clients' needs. Our needs-matched role is to provide relationship management service, active case management and broker visits via email, or in person with members of the Distribution Channel in a professional, efficient and in a friendly Relationship management with our top producing financial advisors • Active case/pipeline management • Provide customers with the organisation's services and product information when requested • Processing administrative
same principles to financial services to create products that better meet our clients' needs. Our needs-matched escalations, and surveys (internal and external) for product and process improvements. • Maintain and enhance • Strong sense of ownership • Excellent time management skills • Pro-active and innovative • Ability
same principles to financial services to create products that better meet our clients' needs. Our needs-matched escalations, and surveys (internal and external) for product and process improvements. • Maintain and enhance • Strong sense of ownership • Excellent time management skills • Pro-active and innovative • Ability
Customer Advocate
Demonstrate excellent product and system knowledge
Handle client queries
escalations, and surveys (internal and external) for product and process improvements. Maintain and enhance
escalations, and surveys (internal and external) for product and process improvements. Maintain and enhance
addressing customer needs.
the candidate will assist the Customer Relations Manager in all areas of customer care elements and activities assistance with any additional tasks requested by Management.
Requirements:<
liaison - telephone and email Providing feedback to management Must have an excellent command of the English