CLIENT SERVICE OFFICER

Job Title Client Service Officer
Cluster Group Arrangements
Job Type Classification Permanent
Country South Africa
Province Gauteng
Town / City Braamfontein
Job Purpose

About Liberty: Liberty is a progressive African wealth management group which, for more than fifty years, has delivered innovative long-term solutions that assist customers to achieve financial stability in their chosen lifestyles and throughout their life cycles. As a group of companies Liberty offers an extensive, market-leading range of products and services to help customers build and protect long-term wealth. These include life and health-related insurance, investment management and retirement income facilitation. Customers have flexible choices and the input provided by Liberty’s advisers equips them with the knowledge and expert advice they need to make the right decisions with confidence, no matter what their stage of life. “Our vision is to lead by being the most trusted insurance and investment company in Africa.” Job Purpose: To maintain and own relationships with financial advisors and provide services to ensure business retention and growing existing business.

Key Responsibilities To educate customers about various processes, legislation, systems, new products and how to interpret and understand reports.
To ensure the resolution of queries by dealing and referring them to the different Liberty pillar structures.
To ensure that the business meets the service obligation to customers within set SLA’s.
To identify opportunities to improve benefit offerings and present these to the financial advisors.
To identify those businesses under threat and highlight this to line management for possible intervention.
To identify opportunities to improve on current products, processes and procedures and provide the information to line management.
To ensure all day to day activities are in compliance with legislation and business rules.
Qualifications Matric with Mathematics essential
Experience 2-3 years in employee benefits industry in a servicing or administration role
Job Related Skills Risk management skills
PC literacy
Competencies Understanding of relevant acts, legislation that govern business
Knowledge of product range
Understanding of procedures and processesTechnical Job Related Knowledge
Knowledge of regulatory requirements
Process understanding
Regulatory compliance
Business communications

Job Related Skills:
Facilitation skills
Verbal and written communication
Judgement
Listening skills
Attention to detail
Time management

All appointments will be made in line with the Liberty Group Employment Equity Strategy.

CLOSE DATE: 2017/09/12

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