Contact Centre Agent

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Contact Centre Agent (PP3047)

Employer: Alexander Forbes
Location: Sandton
Closing Date: 03 February 2025
Category: Ops & Admin - OF6310
Job Type: Permanent

Purpose of the Job:

Provide customer service by interacting with clients via telephone and email to process information, resolve queries, and ensure timely responses.

Minimum Requirements:

Education:

  • Matric (Grade 12) – Essential
  • Certificate in Customer Relationship Management – Advantageous
  • Contact Centre Agent Qualification – Advantageous

Experience:

  • Minimum 2 years in a contact centre environment (preferably in financial services)
  • 2 years' experience with CRM and VOIP systems
  • Knowledge of customer service principles
  • Strong data entry and typing skills
  • Ability to speak more than two languages (advantageous)

Key Responsibilities:

Customer Service:

  • Respond to client queries professionally and efficiently within agreed service levels.
  • Manage telephone calls and emails while maintaining a professional and courteous approach.
  • Log complaints accurately into the system and ensure timely resolution.
  • Engage clients effectively using probing and listening skills to identify their needs.
  • Provide accurate business information and escalate complex queries when necessary.
  • Ensure all client interactions are documented for continuous improvement.
  • Maintain up-to-date contact details for all clients.
  • Support a positive team environment by sharing knowledge and assisting colleagues.

Data Management & Integrity:

  • Accurately record and update client interactions and feedback.
  • Ensure correct reporting by using appropriate wrap-up codes.
  • Maintain a 95% capture rate with minimal errors.

Compliance & Policies:

  • 100% adherence to company policies, procedures, and POPIA regulations.
  • Ensure full compliance with divisional SLAs and protocols.
  • Act as a brand ambassador, representing Alexander Forbes' values.

Customer Satisfaction & TCF Compliance:

  • Treat customers fairly (TCF) and build strong relationships.
  • Identify opportunities to cross-sell Alexander Forbes' products.
  • Maintain a high level of customer satisfaction through quality service.

Personal Development:

  • Attend and actively participate in training and coaching sessions.
  • Apply feedback to improve performance and meet business objectives.
  • Maintain a positive and respectful workplace environment.

Competencies & Skills:

Business & Functional Skills:

  • Time management and problem-solving skills
  • Adaptability in a fast-paced environment
  • Customer service and negotiation skills
  • Effective verbal and written communication
  • Attention to detail and ability to follow up
  • Ability to handle stress and difficult situations professionally

Core Competencies:

  • High-quality work standards
  • Fast and efficient service delivery
  • Reliability and consistency
  • Technical proficiency in CRM and contact centre tools

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