Job Description
Who are we?
Miway is a direct financial services company. We are passionate about service excellence, convenience and offering our clients superior value products. Our Vision is to be a world-class direct financial services business that offers a complete array of services under one convenient umbrella – all managed online. We are positive that with the right people on board, we will continue to grow and give our clients the freedom to do things their way – free from worry and most importantly at peace with all the “what-ifs” of the world. Company values that every employee subscribes to are: Professionalism, Energy, Creativity, Accountability and Attitude. The ideal candidate is one who has the courage to be bold and subscribes to Miway’s core values! Do you have a positive attitude, love a challenge, treat your colleagues with respect and look for solutions, not problems? If yes, then Miway is the place for you!
What will you do?
- Handle inbound and outbound client calls professionally and efficiently.
- Deliver service that meets and exceeds customer expectations.
- Build and maintain positive relationships with clients.
- Accurately capture and update information on relevant IT systems.
- Resolve client queries effectively and within service standards.
- Escalate or refer queries to the appropriate department when necessary.
- Provide accurate product information in line with company standards, protocols, and compliance requirements.
- Ensure all client interactions are handled professionally and are customer focused.
- Audit outsourced broker sales in accordance with the MiWay QA Scorecard.
- Provide feedback to outsourced brokers regarding errors identified during call audits.
- Ensure corrections are implemented on policies where errors have been identified.
- Confirm that evidence of coaching has been provided by outsourced brokers for all agents.
- Monitor compliance with quality assurance standards and regulatory requirements.
- Identify trends and recurring errors and provide recommendations for improvement.
Minimum Qualification Required
- Regulatory Exam (RE5)
- Matric/NQF 4
- Full FAIS Credits
Required Skills
- Above average computer literacy in MS Word and Excel
- Above average numeric skills
- Analytical
- Must be highly proficient in dealing with clients at all levels
- Excellent verbal and written communication skills
- Bilingual
- Attention to detail
- Self-motivated
- Problem solving skills and solution oriented
- Flexibility
- Ability to multi-task and cope with pressure
- Commitment to personal and team goals
- Professionalism
- Presentable
- Ability to apply business rules and processes
- Good negotiating skills
- Exposure to the broker or dealer servicing environment
Knowledge and Skills
- Customer Service
- Team Support
- Administration
- Quality, compliance and accreditation
Personal Attributes
- Communicates effectively - Contributing dependently
- Plans and aligns - Contributing dependently
- Self-development - Contributing dependently
- Optimizes work processes - Contributing dependently
Core Competencies
- Cultivates innovation - Contributing dependently
- Customer focus - Contributing dependently
- Collaborates - Contributing dependently
- Being resilient - Contributing dependently
- Drives results - Contributing dependently
At MiWay we believe in cultivating a positive and dynamic working environment that gives you freedom and opportunity to succeed. MiWay is committed to transformation and embracing diversity. This is what drives us to achieve a multicultural workplace with employment equity as a key goal to create an inclusive workforce, reflective of the demographics of our society
