Client Services Business Agent

What will you do?

• Handle inbound and outbound calls, emails, chats and other queries from clients, brokers, or internal stakeholders. 
• Resolve client queries timeously and accurately, ensuring client satisfaction. 
• Educate clients on policy details, cover options, and processes. 
• Maintain a polite, empathetic, and professional tone at all times. 
• Ensure data is accurately captured and updated in the system. 
• Assist with generally policy changes. Removing and adding of additional items. 
• Upsell on relevant products based on your needs analysis.

Minimum Qualification Required

• Grade 12/Standard 10/NQF 4 
• Financial Services Board Regulatory Exams (RE5) completed

Minimum Experience Required

• Minimum 2 years’ experience in the STI industry

Deliverables include, but will not be limited to

• Excellent knowledge of MiWay Business products and systems 
• Excellent experience on TIA/MIA accounts 
• Knowledge of the Collections Queues and Processes 
• Must be highly proficient in dealing with clients at all levels 
• Understanding of Excel 

Organized 

• Professionalism 
• Self-disciplined 
• Self-motivated 
• Analytical  
• Desire to excel 
• Problem solving skills and solution oriented  

Flexibility 

• Ability to multi-task and cope with pressure  
• Attention to detail 
• Excellent administrative skills 
• Good communication skills 
• Able to work flexible hours 
• Customer focus 
• Active listening skills 
• Results oriented          
• Teamwork 
• More than one language (Afrikaans will be advantageous)

Competencies Required

• Must be highly proficient in dealing with customers and staff at all levels 
• Excellent administrative skills 
• Ability to plan and manage time efficiently 
• Results oriented 
• Self-disciplined and ability to work under pressure 
• Self-motivated and desire to excel 
• Analytical and organised 
• Problem solving skills and solution oriented 
• Flexibility 
• Ability to multi-task and attention to detail 
• Professional and organised 
• Excellent Excel and PowerPoint skill