Posted on: 23 February 2023
ID 852790

Client Experience Executive

Prefered skills

Critical Thinking, Key Client Relationships, Time Management, Emotional Intelligence, Customer Service, Analytical Skills

Job description

APPLICATIONS CLOSE ON 24 FEBRUARY 2023

Open to Internal & External Applications

General Description
 
The role of a CEE is to create exceptional servicing experiences, both digitally and physically. In order to do so a CEE must demonstrate strong product knowledge along with an ability to efficiently interact with clients, understand their servicing journeys, pain points; and align with other business functions or internal stakeholders such as product development, software development, sales, marketing and professional services.

 Key Roles and Responsibilities
  • Cultivating solid relationships with clients through the provision of exceptional after-sales service.
  • Creating a positive experience for new and current clients.
  • Regularly interacting with clients through telephone calls, email communications, face-to-face or online meetings.
  • Identifying ways to overcome clients' initial dislike of company products.
  • Maintaining an accurate record of all existing and potential clients.
  • Responding to client escalations in a timely and professional manner.
  • Training and providing overall guidance to client service employees.
  • As per the need of the business conduct bespoke testing of development for specific clients.
  • Complete any and all duties, as required from time to time, that fall outside the employees general scope of daily duties.
Qualifying Criteria
  • Strong Client Relationship Management skills
  • Ability to work under pressure
  • Strong problem-solving expertise
  • Ability to work with digital servicing tools and methods
  • Ability to mentor and coach junior resources
  • Ability to easily transition to new servicing models
  • Open to travel to regional clients when required
  • Thrive in a fast-paced environment
  • Good listening skills and a strong client focus
  • Strong written and verbal communication skills
  • Ability to deliver an honest, transparent and high-integrity client experience to all Cardinal clients.
  • Ability to maintain close working relationships with Clients and colleagues to ensure satisfactory client service
  • Consistently meeting and exceeding expectations in client service
  • Self-motivator who uses initiative
  • Professional and reliable
  • Delivering Results (know how to execute, get things done)
  • Accountability
  • The ability to work effectively in a team/ Collaborative
  • Attention to detail
  • A flexible approach to work
  • The ability to manage your time and to work on several service requests concurrently
  • Honesty and Integrity
  • Administrative and organisational skills, ability to multitask, work to priorities and deadlines.
  • High level of numeracy (mathematically minded) and problem-solving approach
  • Analytical skills
  • High level of computer literacy
  • Analytical thinking
  • Forward thinking service orientated approach
Critical Core Skills
  • Display effective Critical Thinking patterns
  • Display good Problem solving techniques
  • Creativity in addressing issues in the workplace
  • Consistent and fair People management practices
  • Coordinate well with others
  • Always display high emotional intellect
  • Good Judgement and Decision-making skills at all times
  • Service orientated
  • Good Negotiation skills
  • Good time management skills
  • Personal Efficiency
Experience and Qualifications
  • Grade 12 (Matric)
  • The ideal candidate must have 5+ years of client service experience.
  • Bachelor's degree or greater is an advantage
  • Knowledge of our products and systems
  • Knowledge and familiarity with our professional servicing strategy
  • Knowledge of our clients, our partners and the insurance market
Skills
  • Display effective Critical Thinking patterns
  • Display good Problem-solving techniques
  • Creativity in addressing issues in the workplace
  • Consistent and fair People management practices
  • Coordinate well with others
  • Always display high emotional intellect
  • Good Judgement and Decision-making skills at all times
  • Service orientated
  • Good Negotiation skills
  • Good time management skills
  • Personal Efficiency
Occupation:
Finance jobs


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