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Financial Service Representative

Nairobi, Kenya
Company Details
Industry: Consulting
Description: Flexi Personnel Ltd is a HR Company that was founded in 2008. It is currently the fastest growing HR firm in Kenya offering a wide range of services including Headhunting and Executive selection, Outsourced Labor management, HR Outsourcing, Outsourced Payroll Management, HR consultancy, Psychometric Assessments and Expatriate Services and relocation support. What makes us a unique Recruitment and Outsourcing Agency in Kenya, and the whole of Africa, is our systematic approach and listening to our clients’ recruitment and payroll needs. We've offered and will continue offering appropriate solutions to our clients. We only forward candidates within the client’s specification. As a Recruitment firm, integrity and value are key elements of our Recruitment, Staff Outsourcing, Payroll Management, and HR Consultancy services. We deliver to our promise to our clients within a 3-day deadline. This is enhanced by our dedicated team of recruitment, screening, and management experts.
Job Description

Requirements:

  • Excellent written & verbal communication skills
  • Willing to work a 5-day work week with 2 additional days being the last two Saturdays of every month
  • Ability to multitask
  • Ability to work on a customized CRM
  • Good understanding of MS Office
  • The perfect candidate will have completed post-secondary education and have been in the workforce as a collector or as a phone operator in a call center environment for a minimum of a year.

Responsibilities:

  • Inbound Calling clients
  • Building relationships with our partners
  • Filling out of contracts
  • Taking applications over the phone
  • This will be outlining the expectations of the financial service representative role in terms of daily tasks and responsibilities.
  • Our main priority is to ensure everything is moving like clockwork by pushing files forward.
  • This means calling assigned ques, answering inbound calls, cleaning the inbox, updating collectors, and making sure clients complete their application with all the necessary documents on file.
  • Everyone is expected to answer 2-3 inbound calls at a time so we can maintain quality and not have any team member struggle with more than that.
  • Overall, we should always be busy whether it be answering inbound calls or continuously dialing out during downtime, so business is continuously flowing.
  • Daily Expectations/Priority:
    • Answering at least 30 inbound calls
    • Minimum 4 applications per day
    • Assisting BDMs with applications, updating collectors, collecting documents, etc,.
    • 80% conversation rate (Competing application and obtaining all necessary documents on
  • ALWAYS leaving your notes on file
  • Updating collectors while calling ques AND after completing an application
  • Uploading documents/replying to emails and backing them up to ensure the inbox is not cluttered
  • Dialing out
  • Calling your assigned ques (Need Docs, Incomplete, Unresponsive)
  • Updating collectors
  • Calling referrals (New applicants provided)
  • Collectors calling for updates/transferring a new applicant
  • Funded clients inquiring about their account (Forward to CSR team or to excel shit for callback)
  • Contacting applicants calling to resume their application (Filling out application, documents, interview, etc.)
Education: Degree, Diploma
Employment Type: Full Time

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