Renee Stephens Email and Phone Number

Supervise Front Counter StaffCash HandlingCustomer ServicePersonal Loans and Credit Card ApplicationsRosters and TimesheetsMeet Sales TargetsInsurance Needs, motor, home, business, wealth protection, loan sureAs the Senior Customer Service Officer, my role entailed:- Set up cash drawer and actively participate and run the morning sales debrief to set the focus for the day- Provide a People First customer experience and meet their financial goals through needs based conversation- Complete other transactions such as foreign cash, telegraphic transfers, term deposits, Phone & Internet Banking & opening new accounts- Process personal loan and credit card applications, from interviewing customer through to loading loan applications, verifying details, dispersing, payouts and closures- Focus and encourage front counter staff, assist with difficult clients and enquiries- End of day balancing, finalising cash & cheques,- Participate in the afternoon sales meeting debrief to share your customer successes- Meet and exceed individual and team sales targets

My responsibilities were managing the Personal Lines portfolio which included quoting new Motor, Home and Landlord Insurance Policies, preparing renewal notices and re-quoting existing policies, implementing a new quoting system, processing payments, debtor control, cancelling policies, customer service both face to face and core the phone.

My responsibilities included providing exceptional customer service, answering incoming phone calls, making appointments with clients for Financial Advisors, XPLAN data base, creating new client files, lipo files, provide administrative support to the Operations Manager, make outbound calls, preparing mail outs, invoicing, receipting, prepare daily incoming and outgoing mail, prepare daily banking.