Intern: Client Services Consultant

Introduction

Please note that applications for this position are ONLY being accepted on the Gradlinc platform only. Please create an account on Gradlinc and apply there.

Duties & Responsibilities

We are an unconventional funeral insurance company with a unique approach to how we do things. We pride ourselves on creating superior client value through our innovative, energetic and creative team of people. We are committed to delivering exceptional value to our clients by combining expert knowledge with advanced technology.

What will you do here?

We are looking for a dynamic, tech savvy and client focussed intern to gain experience as a Client Services Consultant. In this role you will sell funeral policies to prospective clients, assist clients with claims, policy amendments and queries. You will accept ownership for effectively managing all client requests, and complaints, as well as ensure that client satisfaction is core to all decision making. You will thus be the liaison between the company and our existing and potential clients. The duration of the internship is 6 months, and the position will be based at our company’s head office located in Stellenbosch.

You are perfect for the role if

You enjoy working autonomously in a dynamic and changing environment and have an aptitude and passion for client service.

You are a confident, tech savvy, and relatable person who enjoys leveraging technology to improve efficiency and client experience.

Key responsibilities of the role

• Record and process policy applications, policy amendments, and related tasks on the relevant CRM system.

• Service clients by answering questions, providing information, and resolving service-related problems and queries.

• Build and maintain client relationships through ongoing interactions and support and by going the extra mile.

• Communicate, negotiate, and offer alternative solutions to clients to ensure client retention.

• Resolve product or service-related client queries by fully understanding the root cause of the client’s query or complaint.

• Act as the one-stop-shop for client queries of any nature.

• Action all client requests in an efficient, professional, and timeous manner.

• Provide up to date product and services information to clients.

• Promote, upskill, and assist clients with the features and usage of the self-service platforms available.

• Market and sell our product and services to new clients.

• Provide after-sales service (frequent check-ins, promotional and marketing communication and up-selling) to existing clients.

·      Assist in the implementation and support of data systems, ensuring seamless integration with existing IT infrastructure.

·      Be part of the end-to-end service delivery process, from initial consultation through to project completion and ongoing support.

·      Provide training and support to clients to maximise the effectiveness of the implemented solutions.

• Utilise technology and online tools to provide seamless service delivery and improve client experiences.

• Monitor, track, and update client information and interactions within the CRM system, ensuring data integrity.

• Provide technical support and guidance to clients using self-service platforms or online tools.

Essential behavioural and critical competencies

• Excellent written and spoken communication skills.

• Client orientated.

• Ability to build and maintain client relationships.

• Empathetic.

• Attention to detail and quality adherence.

• Organised and methodical.

• Ability to be flexible.

• Be willing to work overtime if required.

• Maintain an excellent attendance record.

Benefits

·      Professional development opportunities.

·      Collaborative and dynamic work environment.

Organisational alignment

• The role reports to the Head of Client Services Centre.

• The position is based at our head office in Stellenbosch.

Desired Experience & Qualification

Qualifications and experience required

• Three-year National Diploma or Degree.

• Knowledge of basic accounting principles.

Interested?

Please note that applications for this position are ONLY being accepted on the Gradlinc platform only. Please create a (free) account at https://gradlinc.co.za/graduates/ and apply