30.08.2024
Tele Service Consultant
TAL
Melbourne, VIC, Australia
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The Tele Service Consultant function is primarily concerned with performing Tele Underwriting and Tele Interviews in the Retail space. Integral to this is quality and service standards which ensure the functions are meeting TAL’s Customer requirements.In this role you will:Underwriting AdministrationPerform tele interview and tele underwriting calls as required.Respond to all Retail enquiries pertaining to Tele Underwriting Tele Interviews.Plan, organise and balance Tele Interview schedule.Ensure all work is completed to agreed service levels and quality standards.Regularly participate in team meetings.Assist with project work, system and user acceptance testing, procedural reviews and process improvement when required.Engage in creating a supportive team environment whilst actively sharing skills and knowledge.Escalations and ComplaintsRespond to escalations and complaints and take responsibility to obtain a quick resolution. Liaise with various departments in order to achieve a successful outcome.Identify trends and provide feedback to your Team Manager to prevent reoccurrence.Respond to escalated enquiries with a sense of urgency and a view to both resolve the complaint and eradicate any underlying issues to prevent future occurrences.Display initiative and respond directly to Customers, Funds and Advisers and other internal and external stakeholders as required via phone or email.Compliance and QualityIdentify potential opportunities to improve the way Customers, Funds and Advisers do business with TAL.Ensure all interactions with Customers, Advisers and other internal and external stakeholders adhere to TAL’s Customer Service Culture.Proactively raise and seek to rectify known compliance breaches within set timeframes.Produce high-quality, accurate and compliant work.Consistently achieve or exceed agreed individual quality targets.
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