Customer Service Sales Administrator (SO1)
Description
Principal Accountabilities:
- Provide outstanding customer service when speaking with our customers
- Oversee, follow up and respond to all customer requests via phone, SMS, and email.
- Communicate with jewellers to obtain details regarding a customer’s policy.
- Accurately check the policy details prior to Q Report books being sent for print.
- Understand the features and benefits of our products alongside all of our financing options.
- Maintain accurate and timely information within Q Portal database
- Oversee and action all written requests to cancel policies
- Oversee and action all changes or queries relating to existing policies
- Accurately track and provide status update reports to the sales & operations manager as required
- Perform additional tasks as needed and/or as required
- Work towards achieving agreed upon OKRs
- Participate in all training and support provided by the company, this role requires the satisfactory ongoing and timely completion of Chubb compliance training via Safetrac
Skills, Qualifications & Experience:
- 2 years’ experience in customer service
- Excellent Computer literacy – experienced in both Microsoft Office and CRM systems
- Excellent time management skills and ability to self-manage and prioritise tasks
- Must be detail oriented with the ability to multi-task
- Superior communication skills (English, verbal and written, both internal and external to the organization)
- Superior listening skills you will need to understand questions that are asked of you
- Ability to problem solve and think outside of the box to meet company expectations
- Experience cultivating and developing relationships with clients through non scripted conversation
- Ability to work well individually, as well as part of a team
- Ability to complete, accurate and timely submissions of all required paperwork and system documentation associated with client activity
- Organizational skills to facilitate timely and thorough follow up on all client issues to completion