Agent, Investor Line

Business Segment: Insurance & Asset Management

Company: Liberty Group Limited

Location: ZA, GP, Johannesburg, 17 Melrose Boulevard

To serve as the primary point of contact for clients engaging with the investment platform. The role exists to provide accurate, timely, and client centric support that empowers investors to make informed decisions and navigate the platform with confidence. By delivering high quality service, resolving queries, and facilitating transactions within regulatory and operational guidelines, the Investor Line Agent enhances the overall client experience, drives platform adoption, and upholds the organisation's commitment to trustworthy, accessible investment services.

• To provide callers with a first time resolution to queries in order to provide quality service within the required SLA framework, business rules and regulatory requirements through the execution of predefined objectives as per agreed SOPs.
• Adhere to prescribed time keeping standards at all ties and attempt to improve own standards continuously.
• Align and integrate own administrative support tasks and activities in accordance to required response time, quality and service delivery standards.
• Respond promptly to call centre calls in a professional manner, ensuring an excellent and accurate client service in enhancing organisation reputation.
• Accountable for own work quality, standards and outputs related to policies, procedures and defined processes.
• Proactively identify problems, apply known solutions and elevate more difficult problems.
• Plan for task execution and adjust priorities against an established plan.

Education: Secondary / High school / A levels / Matric

Experience: 1-2 years in a financial service background and call centre experience.

• Checking Things
• Documenting Facts
• Examining Information
• Following Procedures
• Interacting with People
• Interpreting Data
• Producing Output
• Team Working
• Thinking Positively
• Customer Understanding (Business Banking)