Skills
Inbound Calls; Problem Solving; Microsoft Excel; Credit; Data Query; Customer Service; Sales; Communication; Inbound Call Center; Time Management; People Management; Call Center; Office Administration; Banking; Payment Handling
About
Handling queries via all in-house Omnichannel: Emails
correspondence - WhatsApp, Inbound and Outbound.
Building sustainable relationships and engaging with customers by
going the extra mile.
Meeting personal/team qualitative and quantitative targets.
Ensuring that accurate and comprehensive notes/terminations are
made on every client's interaction.
Assist clients in Understanding policy terms, conditions and
exclusions.
Upholding confidentiality and protection standards.
Demonstrating thorough knowledge of in-house policy wordings,
products, and procedures.
Investment Withdrawals and Queries.
Life and Hospital Claims and Queries.
Retention Efforts.
Policy Amendment's
Billings Queries.
Logging Refunds
Change/Update of Bank details and Personal details
Brokers Queries.
GSD Queries and Paid-up request queries.
Logging & Handling Disputes/Complaints
Ensure Service Level is Achieved
Liberty Properties | 26 November 2012 – 13 February 2015
Responsibilities:
Managing reception area
Welcoming clients, pleasant and courteous manner, queries
resolved timorously and customers are directed to correct
individuals or departments
Telephone calls are answered and transferred to appropriate staff
Telephone messages are recorded and delivered timeously
Arrange overnight bag when requested
Record mail sent and file mail received correctly
Making payment for Monthly invoices and receipting orders
captured on SAP by the 15th of each month
Bookings for meetings and arrange visitors booking
Arrange access card for new employee’s
Process orders for flowers; stationeries and kitchen services
Receive packages and inform Registry for collection
°Handling queries via all in-house Omnichannel: Emails correspondence - WhatsApp, Inbound and Outbound.
·Building sustainable relationships and engaging with customers by going the extra mile.
°Meeting personal/team qualitative and quantitative targets.
°Ensuring that accurate and comprehensive notes/terminations are made on every client's interaction.
°Assist clients in Understanding policy terms, conditions and exclusions.
°Upholding confidentiality and protection standards.
°Demonstrating thorough knowledge of in-house policy wordings, products, and procedures.
°Investment Withdrawals and Queries.
°Life and Hospital Claims and Queries.
°Retention Efforts.
°Policy Amendment's
°Billings Queries.
°Logging Refunds
°Change/Update of Bank details and Personal details
°Brokers Queries.
°GSD Queries and Paid-up request queries.
°Logging & Handling Disputes/Complaints
°Ensure Service Level is Achieved
Receiving and sending cash bags to bulk centre
Cross selling company product, import and export
Deposits, Withdrawal and Investment
Corporate travel foreign exchange
Banking credit card and deposit transactions
Reloads and cashing out travel cards
Compliance with FOREX processes
Bulk clearing notes to ensure that the branch remain within
authorised limit and selling travel insurance
Ensure customers are identified correctly (FICA)
Report suspicious transactions to branch management
Balancing daily to make sure cash flow is correct and General
Admin, capturing clients info to open profiles
Handle orders placed by customers via telephone, internet, or by
walk in customers, and branch stock taking and reconcile
Ensure cheques are recorded in the daily cheques sheet
Build and maintain customers Relationship
Inbound Call Centre Agent
Profile Photo
