246 Banking Manager jobs in South Africa
Transactional Banking Manager: RRB
Posted today
Job Viewed
Job Description
Job Classification
Closing Date
23 September 2025
Location
Sandton
Job Purpose
To provide transactional business solutions to meet client needs and increase sales so that the banks financial objectives are met.
Job Responsibilities
- Contribute to a culture conducive to the achievement of transformation goals by participating in Nedbank Culture building initiatives (e.g. staff surveys etc).
- Participate and support corporate responsibility initiatives for the achievement of business strategy (e.g.Green Strategy).
- Seek opportunities to improve business processes and systems by identifying and recommending effective ways to operate and adding value to Nedbank.
- Ensure that solutions are implemented effectively; within service level agreements; by communicating with internal support areas and external clients; identifying problems and escalating to the relevant lstakeholders.
- Ensure solutions provided comply with bank business requirements by managing client expectations and ensuring efficiency (quality and cost) of solutions provided.
- Manage risk and meet all compliance requirements by following all bank processes and legal requirements; identifying risks and taking action.
- Contribute to solution implementation by communicating with stakeholders; identifying challenges and recommending solutions.
- Identify improvements for products/solutions and processes by providing feedback to relevant internal stakeholders and partners.
- Meet client's business needs by understanding the client and their business and providing information about solutions to them and other internal stakeholders.
- Build relationships with external clients by conducting physical visits to understand client's needs and business; and by providing efficient onboarding and after sales service.
- Build relationships with internal client service teams by sharing knowledge and providing product training/upskilling and by reporting weekly on client interactions.
- Ensure that solutions are provided and problems are resolved by monitoring implementation and following up on feedback.
- Meet the needs of existing client base and increase Nedbank's market share through acquisition; cross-selling and up-selling.
- Identify business opportunities and acquire new business through partnering with Business managers; Nedbank's internal stakeholders and networking with relevant industries.
- Retain existing business by partnering with internal customer services teams to ensure that client needs and expectations are managed and met.
- Improve results by creating awareness of new products to customer service teams and by identifying opportunities for achieving and improving results.
- Achieve financial targets by monitoring monthly contributions; identifying gaps and taking action.
- Implement projects within time and budget by monitoring implementation; identifying variances and taking action.
- Maintain client pipeline by regularly updating and managing the database.
- Support the achievement of the business strategy; objectives and values by reviewing Nedbank and Business Unit Plan and ensuring delivered systems; process; services and solutions are aligned.
- Identify training courses and career progression for self through input and feedback from management.
- Ensure all personal development plan activities are completed within specified timeframe.
- Share knowledge and industry trends with team and stakeholders during formal and informal interaction.
- Obtain buy-in for developing new and/or enhanced processes (e.g. operational processes) that will improve the functioning of stakeholders' businesses by highlighting benefits in support of the implementation of recommendations.
Essential Qualifications - NQF Level
- Matric / Grade 12 / National Senior Certificate
- Diploma
Preferred Qualification
- NQF Level 5 qualification form Institute of Bankers or Level 5 Diploma or Degree in sales and marketing or commerce or business management.
Minimum Experience Level
- 5 years in a banking environment, in a client facing role
Technical / Professional Knowledge
- Communication Strategies
- Data analysis
- Governance, Risk and Controls
- Nedbank policies and procedures
- Principles of financial management
- Relevant regulatory knowledge
- Relevant software and systems knowledge
- Nedbank culture
- Cluster Specific Operational Knowledge
- Sales Strategies
Behavioural Competencies
- Applied Learning
- Work Standards
- Leveraging a Winning Sales Strategy
- High-Impact Communication
- Managing Work
- Sales Disposition
- Sales Negotiation
- Sustaining Customer Satisfaction
-
Please contact the Nedbank Recruiting Team
Islamic Banking Regional Manager
Posted today
Job Viewed
Job Description
Job Description
To develop a regional strategy that is aligned to Business strategy To lead as ales team to execute on the strategy in order to achieve business objectives across Retail, Commercial, Rest of Africa, Corporate and Institutional for FirstRand Islamic Financial Services To be responsible for the retention and growth of the customer base (market share).
Welcome to FNB, the home of the #changeables. We design for the shapeshifters and deliver products and services that make us incredibly proud of people that make it happen.
As part of our team in FNB Commercial Islamic Banking (Cape Metro), you will be surrounded by unique talents, diverse minds, and an adaptable environment that lives up to the promise of staying curious. Now's the time to imagine your potential in a team where experts come together and ignite effective change.
The Ideal candidate must have the following exposure:
- Develop a regional strategy across Retail and Commercial (R&C) aligned to business strategy and ensure execution thereof
- Provide input into Islamic business strategy
- Track, control and influence sales activities with the specific aim to increase Revenue growth for Retail, Commercial, Corporate and Institutional
- Monitor cost activities and collection of revenue and measure cost to income against set targets and place measures in place to address any discrepancies
- Determine targets for revenue growth
- Achieve net profit growth for the region
- Maximise Business Portfolio cross sell opportunities and strengthen client relationships
- Ensure optimal segmentation within region
- Overall responsible for the management and growth of the business across the region
- Contribute to the successful implementation of campaigns by setting standards and supporting execution
- Plan and manage execution of campaigns successfully and on schedule
- Maintain operational accountability for all campaign execution
- Set standards and benchmarks for measuring successful campaign execution
- Provide support at relevant committees and influence approval on Islamic product deals
- Coordinate and facilitate all approved strategic projects
- Comply with governance in terms of Shari'ah principles, legislative and audit requirements
- Identify interconnected problems, determine its impact and use to develop best fit alternatives; driving best practice solutions
- Be aware of, and responsive to local market conditions
- Analyse competitor information to develop a strategic plan to acquire new business
- Improve business decisions by analysing reliable customer data from the Business Intelligence team to identify gaps and opportunities for the sales team to cross sell
- Ensure that sales strategies are aligned across the customer value proposition
- Manage team or teams in areas of responsibility in delivery against performance targets and achievement of wider human capital objectives
You will be an ideal candidate if you:
- Relevant Degree.
- 5+ year's relevant Relationship Management experience.
- 5 + years in the financial / banking sector.
- RE5 qualification and KI Individuals
- Must be able to do Supervision
- Have people management skills
You will have access to:
- Opportunities to network and collaborate
- A challenging working environment
- Opportunities to innovate
We can be a match if you are:
- Adaptable and curious
- Sales driven
- Thrive in a collaborative environment
- Client-centric
Apply now if you are interested in taking the next step. We look forward to engaging with you
PostFNB
LI-TG2
Job Details
Take note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below.
17/10/25
All appointments will be made in line with FirstRand Group's Employment Equity plan. The Bank supports the recruitment and advancement of individuals with disabilities. In order for us to fulfill this purpose, candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless we are required by law to disclose this information to other parties.
Islamic Banking Regional Manager
Posted today
Job Viewed
Job Description
Job Description
To develop a regional strategy that is aligned to Business strategy To lead as ales team to execute on the strategy in order to achieve business objectives across Retail, Commercial, Rest of Africa, Corporate and Institutional for FirstRand Islamic Financial Services To be responsible for the retention and growth of the customer base (market share).
Welcome to FNB, the home of the #changeables. We design for the shapeshifters and deliver products and services that make us incredibly proud of people that make it happen.
As part of our team in
FNB Commercial Islamic Banking (Cape Metro)
, you will be surrounded by unique talents, diverse minds, and an adaptable environment that lives up to the promise of staying curious. Now's the time to imagine your potential in a team where experts come together and ignite effective change.
The Ideal Candidate Must Have The Following Exposure
- Develop a regional strategy across Retail and Commercial (R&C) aligned to business strategy and ensure execution thereof
- Provide input into Islamic business strategy
- Track, control and influence sales activities with the specific aim to increase Revenue growth for Retail, Commercial, Corporate and Institutional
- Monitor cost activities and collection of revenue and measure cost to income against set targets and place measures in place to address any discrepancies
- Determine targets for revenue growth
- Achieve net profit growth for the region
- Maximise Business Portfolio cross sell opportunities and strengthen client relationships
- Ensure optimal segmentation within region
- Overall responsible for the management and growth of the business across the region
- Contribute to the successful implementation of campaigns by setting standards and supporting execution
- Plan and manage execution of campaigns successfully and on schedule
- Maintain operational accountability for all campaign execution
- Set standards and benchmarks for measuring successful campaign execution
- Provide support at relevant committees and influence approval on Islamic product deals
- Coordinate and facilitate all approved strategic projects
- Comply with governance in terms of Shari'ah principles, legislative and audit requirements
- Identify interconnected problems, determine its impact and use to develop best fit alternatives; driving best practice solutions
- Be aware of, and responsive to local market conditions
- Analyse competitor information to develop a strategic plan to acquire new business
- Improve business decisions by analysing reliable customer data from the Business Intelligence team to identify gaps and opportunities for the sales team to cross sell
- Ensure that sales strategies are aligned across the customer value proposition
- Manage team or teams in areas of responsibility in delivery against performance targets and achievement of wider human capital objectives
You Will Be An Ideal Candidate If You
- Relevant Degree.
- 5+ year's relevant Relationship Management experience.
- 5 + years in the financial / banking sector.
- RE5 qualification and KI Individuals
- Must be able to do Supervision
- Have people management skills
You Will Have Access To
- Opportunities to network and collaborate
- A challenging working environment
- Opportunities to innovate
We Can Be a Match If You Are
- Adaptable and curious
- Sales driven
- Thrive in a collaborative environment
- Client-centric
Apply now if you are interested in taking the next step. We look forward to engaging with you
PostFNB
*Job Details
Take note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below. *
17/10/25
All appointments will be made in line with FirstRand Group's Employment Equity plan. The Bank supports the recruitment and advancement of individuals with disabilities. In order for us to fulfill this purpose, candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless we are required by law to disclose this information to other parties.
Transactional Banking Portfolio Manager
Posted today
Job Viewed
Job Description
Job Description
Dear Future Transactional Banking Portfolio Manager,
RMB is a place where exceptional people create their own opportunities by challenging the conventional and driving sustainable impact.
United by our proud heritage and strong ethics. Innovative ideas, it's the magic of our people and culture that sets us apart.
Now, is the time to imagine your next move with South Africa's number one employer in Financial Services for 2025, where you can embrace the power of collective thinking to unlock unique opportunities for our clients and society.
This role entails driving Transactional Banking growth and product penetration via business development and cross selling in the organisation's target customer sectors with existing clients.
Are You Someone Who Can:
- Foster strong relationships with existing clients to understand the clients objectives, and market relevant product-based solutions to the clients' needs to enable them to maximise their cashflow position, i.e., optimise their payables and receivables
- Develop and implement plans to promote transactional banking products and services within target customer sectors
- Identify the opportunities to optimise the businesses working capital and cash management requirements more broadly and bring in other specialists as necessary
- Focus on assisting all corporate clients to interact more efficiently with the bank, as well as the promotion of new products and solutions where appropriate.
- Identify existing and developing trends within the client's environment and anticipate queries that may arise
- Implement defined Service Action Plans, use data driven insights and performance monitoring
- Action cash management reports to avoid loss of revenue by ensuring that all new and existing accounts are correctly linked
- Incorporate potential client queries into sound client service plans aligned to the client's business needs.
- Lead all proactive transactional banking related matters with the client
- Identify cross-selling opportunities within the existing client base and collaborate with internal stakeholders to execute cross-selling initiatives and strategies
- Promote bundles banking solutions to clients to maximise revenue and deepen client relationships
- Collaborate closely with Coverage as the escalation point for clients' transactional banking related matters
- Work closely with the client service suite to derive insights into the types of queries being raised by the client, and act as an escalation point for the client when queries logged by the client are not resolved accurately and timeously.
- Support and/or facilitate documentation requirements to execute the client's credit-related activities (including, but not limited to credit application, credit facilities loading or reduction, commitment fees age analysis and invoicing, excess reports and general facilities utilisation reporting), with input from the Relationship Manager Leverage existing client relationships to drive initiatives, ensuring optimal utilisation of banking products and services to meet client needs while maximising revenue generation
- Conduct regular portfolio reviews to assess profitability and identify areas for improvement
- Ensure compliance with regulatory requirements and internal policies related to transactional banking activities
- Maintain and update client mandates including account signatories, resolutions, and telephonic mandates
- Set the client service engagement plan for managing the Clients within the allocated portfolio, distinguishing the sub-segments and their unique requirements (e.g., priority Clients)
- Set specific goals and objectives for each customer and develops a roadmap of meeting these goals and objectives per client
- Forecast and assess the Client's volume of business transactions and ensure the maintenance of these volumes each month
You Will Be An Ideal Candidate If You:
- Have a Bachelor's Degree in Commerce or other relevant field
- Have 3 to 5 years' experience in a similar environment
You Will Have Access To:
- Opportunities to network and collaborate
- Challenging Work
- Opportunities to innovate
Are you interested to take the step? We look forward to engaging with you further. Apply now
PostRMB
LI-MM15
Job Details
Take note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below.
16/09/25
All appointments will be made in line with FirstRand Group's Employment Equity plan. The Bank supports the recruitment and advancement of individuals with disabilities. In order for us to fulfill this purpose, candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless we are required by law to disclose this information to other parties.
Customer Relations Graduate
Posted 27 days ago
Job Viewed
Job Description
You will build and maintain strong Client relationships, schedule project delivery, manage Client feedback and satisfaction, and capture Client requirements, among other responsibilities. The successful candidate will be joining a fun and supportive team who value each others input. We encourage individuals to put forward innovative ideas on how we can work smarter and provide a better experience for our Clients. This role is one that requires a solutions-focused and proactive individual who shows initiative, you are making important day-to-day business decisions and need to be self-motivated, escalating as required. You are required to interface internally and externally. You will play a key role in ensuring our Clients receive a high-quality service through managing the often complex logistics surrounding the delivery of our services.
Customer Relations Executive
Posted today
Job Viewed
Job Description
Collinson is a global loyalty and benefits company.
We use our expertise and products to craft customer experiences which enable some of the world's best known brands to acquire, engage and retain the most demanding and choice-rich customers. In particular, our unique expertise and insight into high earning, frequent travellers allows us to create products and solutions for our clients that inspire greater customer engagement to drive more profitable relationships, enrich their travel experiences, protect what matters and assist in in times of need.
While specialising in Financial Services, Travel and Retail, we also support clients in multiple sectors. We have worked with over 90 airlines, 20 hotel groups and more than 600 financial institutions and banks, with clients including Accor Hotels, Air France KLM, American Express, British Airways, Cathay Pacific, Diners Club, Mandarin Oriental, Mastercard, Radisson Hotel Group, Sephora, Visa and Vhi.
We take our 30 years' experience working with these kinds of household names in over 170 countries, and help our clients to deliver the smarter experiences it takes to differentiate their propositions, and help them win deeper devotion with their customers.
Collinson is a privately-owned entrepreneurial business with 2,000 passionate people working in 20 locations worldwide. Our solutions include Priority Pass, the world's best known airport experiences programme, while we are also the trusted partner behind many of the leading financial services, airline and hotel brand's reward programmes and loyalty initiatives.
Purpose of the job
To handle all complaints received in accordance within the business and if you can, regulatory guidelines, client service levels and company standards, ensuring that customers get a fair and independent review of any concerns raised. Complaints will be handled from escalations from policyholders and representatives via the complaints procedure. To Manage all escalated cases to completion.
Key Responsibilities
To respond to all escalated complaints received from end consumers of Priority Pass, LoungeKey, Mastercard Airport Experiences, LoungeKey Pass and Lounge Pass via our Customer Service Team customers, meeting our obligations as a company and our governing regulations.
To adhere to all company protocols and procedures
- To adhere to agreed internal complaint handling policies as well as ADR rules and regulations.
- To carryout full thorough and fair investigations of all complaints received.
- Manage own workloads in a smart and effective way.
Highlight any customer experience or TCF issues whilst carrying out investigations with a view to preventing future complaints.
To keep accurate and detailed records of all complaints, on Freshdesk, following correct company procedure to provide Root Cause analysis and reporting .
To keep up to date with all internal knowledge and processes followed within our operations teams, to ensure you are up to date with all the latest complaint policy changes.
Escalate training and competency issues to the Head of Consumer Operations and relevant Contact Centre operations leads.
- To manage the ADR process, oversee all ADR files and decisions, build a library of ADR outcomes and attend meetings where required to support decisions and outcomes made.
- To ensure that all effort is made to discuss the complaint and the subsequent outcome with the complainant.
- To manage and be responsible for any Compensation payments and managing the log and finance for these payments
- To Manage all GDPR requests and log for the Travel Experience customers, reporting into Data Protection team. To provide feedback and guidance to the Customer Services team on complaints, and provide support to trainers if needed Performance Measures
- Ensure all customer communications are processed accurately and within defined timelines.
- Maintain accuracy in claims assessment and processing.
- Deliver high-quality customer service, both internally and externally.
- Stay knowledgeable about policy wording, insurer approaches, and pragmatic decision-making in claims.
· Demonstrate the ability to work effectively under pressure. · Foster a positive team spirit and collaborative working environment.
- Ensure inbound Travel Insurance sales calls are handled professionally, meeting quality and conversion targets.
- Accurately process mid-term adjustments and customer service requests, ensuring customer satisfaction and compliance.
Knowledge, person specification, skills and experience required
- Knowledge and understanding of complaint handling and ADR (Essential).
- Excellent verbal and written communication skills (Essential).
- Knowledge of the Travel Experience products and Customers (Desirable)
- Excellent customer service skills (Essential).
- Confident in dealing with deadlines and delivering to targets and objectives.
- Knowledge and Understanding of the GDPR regulations and rules (Essential)
- Knowledge of Travel and appropriate Systems (Desirable)
- Attention to detail with good time management.
- Computer literate.
- Adaptable to change and flexibility to deal with any tasks as required and a good team worker
Collinson is an equal opportunity employer and welcomes differences in all their forms including: colour, race, ethnicity, gender identity, sexual orientation, neurodivergence, family status, age, individuals with disabilities and people from all backgrounds, cultures and experiences as we strongly believe this contributes to our on-going success.
We are focused on continually evolving our purpose driven, high performing culture, providing an environment where our people have the opportunity to achieve their full potential and do interesting and meaningful work. Our company values are: Take Action, Do the right thing, One team and Be insight led. These help guide everything we do internally in terms of how we think, act and interact, right through to how we deliver value to our customers and clients.
In your application, please feel free to note which pronouns you use (For example - she/her/hers, he/him/his, they/them/theirs, etc).
Customer Relations Assistant
Posted today
Job Viewed
Job Description
Job Title:
Customer Relations Assistant
Position Overview:
We are seeking a highly organised and articulate individual to join a globally active organisation with its roots in Europe and a growing footprint in Southern Africa. This junior to mid-level role will be the first Customer Relations team member based in the Johannesburg office. You will report remotely to a Team Manager based in Zurich and collaborate with a small international team dedicated to client experience and communication excellence.
This is not a sales or business development role. You will primarily be handling inbound client communication, mostly via email, with a strong focus on clear, concise, and strategically aligned responses. The ideal candidate will be proactive, adaptable, and capable of working independently, while coordinating closely with colleagues across departments and time zones.
In addition to customer interaction, the role includes contributing to the company's growing communications and content function. You will assist with updating web content, coordinating digital presence, supporting the preparation of press materials, and shaping a consistent tone for the brand across platforms.
Key Responsibilities:
- Respond promptly and professionally to customer enquiries via email
- Manage expectations and maintain high client satisfaction
- Liaise internally to resolve customer requests and ensure smooth communication flow
- Maintain and update onboarding guides, FAQs, and internal reference documents
- Build and maintain accurate distribution lists
- Support the launch of a digital and social media presence for the company
- Update website content regularly in collaboration with management
- Assist with the scheduling and preparation of client business review meetings
Essential Skills & Attributes:
- Sharp attention to detail and a methodical approach
- Strong written and verbal communication across all levels
- Customer-centric, with the ability to anticipate needs and resolve queries with care
- Confident working independently while collaborating across functions
- Assertive yet respectful in tone and delivery
- Excellent time management and organisational skills
- Proactive mindset with the ability to suggest improvements and pre-empt issues
- Professional written English and adaptability in tone depending on the audience
This role offers the opportunity to be part of a close-knit international team, contribute to a growing local presence, and help shape how the brand is experienced by its customers around the world
Job Type: Full-time
Pay: From R25 000,00 per month
Ability to commute/relocate:
- Sandton, Gauteng 2196: Reliably commute or planning to relocate before starting work (Required)
Experience:
- Digital Marketing: 2 years (Required)
Language:
- English 1st (Required)
Work Location: In person
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Customer Relations Manager
Posted today
Job Viewed
Job Description
Servest is a world class business which is innovative and a leader in the Integrated Facilities Management Industry. The company offers an innovative environment that will accelerate your development and skills, as the highest value is placed on attracting top talent to the organisation. Applications that meet the stated requirements are invited for a vacancy exists for a dynamic and driven CUSTOMER RELATIONS MANAGER to join a team based at our Cape Town Offices. This role reports directly to Managing Executive, in the Cleaning Business Unit.
Customer Relations Manager
Posted today
Job Viewed
Job Description
Servest is a world class business which is innovative and a leader in the Integrated Facilities Management Industry. The company offers an innovative environment that will accelerate your development and skills, as the highest value is placed on attracting top talent to the organisation. Applications that meet the stated requirements are invited for a vacancy exists for a dynamic and driven CUSTOMER RELATIONS MANAGER to join a team based at our Cape Town Offices. This role reports directly to Managing Executive, in the Cleaning Business Unit.
Minimum Requirements- Matric
- Diploma in business management or equivalent
- Minimum of 5 years' relevant experience in customer relationship management in Contract Cleaning or related service industry
- At least 2 years managing a team of customer relationship managers
- Strong business acumen (numerically strong)
- Good project management Skills
- Own Vehicle and valid driver's licence
- Display exceptionally high service and quality standards
- An innovative approach to problem-solving and strong analytical skills
- Advanced Microsoft skills must be competent in Microsoft Word, Excel, PowerPoint and Outlook
Manage Top 20 existing customers relationships within SLA
Timeously attend to notifications of termination and make every effort to retain the customer
Work with Sales on re-bidding on existing customers to retain
Negotiating and implementing price increases for top 20 customers nationally
Analyse profitability of key customers and manage those relationships within the SLA
Debtors management of top 20 customers, together with the Regional Manager engage with customer to resolve account queries
Identify and work with Sales to develop all sales opportunities in existing customer base
Cross BU engagement and collaboration within the Servest eco system
Build and manage a team of Customer Relationship consultants to deliver the retention strategy through them
Team skills development and support
Customer Relations Executive
Posted today
Job Viewed
Job Description
Purpose of the job
To handle all complaints received in accordance within the business and if you can, regulatory guidelines, client service levels and company standards, ensuring that customers get a fair and independent review of any concerns raised. Complaints will be handled from escalations from policyholders and representatives via the complaints procedure. To Manage all escalated cases to completion.
Key Responsibilities
· To respond to all escalated complaints received from end consumers of Priority Pass, LoungeKey, Mastercard Airport Experiences, LoungeKey Pass and Lounge Pass via our Customer Service Team customers, meeting our obligations as a company and our governing regulations.
· To adhere to all company protocols and procedures
· To adhere to agreed internal complaint handling policies as well as ADR rules and regulations.
· To carryout full thorough and fair investigations of all complaints received.
· Manage own workloads in a smart and effective way.
· Highlight any customer experience or TCF issues whilst carrying out investigations with a view to preventing future complaints.
· To keep accurate and detailed records of all complaints, on Freshdesk, following correct company procedure to provide Root Cause analysis and reporting .
· To keep up to date with all internal knowledge and processes followed within our operations teams, to ensure you are up to date with all the latest complaint policy changes.
· Escalate training and competency issues to the Head of Consumer Operations and relevant Contact Centre operations leads.
· To manage the ADR process, oversee all ADR files and decisions, build a library of ADR outcomes and attend meetings where required to support decisions and outcomes made.
· To ensure that all effort is made to discuss the complaint and the subsequent outcome with the complainant.
· To manage and be responsible for any Compensation payments and managing the log and finance for these payments
· To Manage all GDPR requests and log for the Travel Experience customers, reporting into Data Protection team. To provide feedback and guidance to the Customer Services team on complaints, and provide support to trainers if needed Performance Measures
· Ensure all customer communications are processed accurately and within defined timelines.
· Maintain accuracy in claims assessment and processing.
· Deliver high-quality customer service, both internally and externally.
· Stay knowledgeable about policy wording, insurer approaches, and pragmatic decision-making in claims.
· Demonstrate the ability to work effectively under pressure. · Foster a positive team spirit and collaborative working environment.
· Ensure inbound Travel Insurance sales calls are handled professionally, meeting quality and conversion targets.
· Accurately process mid-term adjustments and customer service requests, ensuring customer satisfaction and compliance.
Knowledge, person specification, skills and experience required
· Knowledge and understanding of complaint handling and ADR (Essential).
· Excellent verbal and written communication skills (Essential).
· Knowledge of the Travel Experience products and Customers (Desirable)
· Excellent customer service skills (Essential).
· Confident in dealing with deadlines and delivering to targets and objectives.
· Knowledge and Understanding of the GDPR regulations and rules (Essential)
· Knowledge of Travel and appropriate Systems (Desirable)
· Attention to detail with good time management.
· Computer literate.
· Adaptable to change and flexibility to deal with any tasks as required and a good team worker