·           Make outbound calls to AMP customers to offer products with the aim of increasing revenue whilst following the prescribed call approach and structured framework for liaising with customers

·           Take inbound calls from AMP/non-AMP customers to provide product information with the aim of increasing revenue

·           Identify customer needs through appropriate questioning techniques which comply with no-advice boundaries in a fully compliant manner in line with internal guidelines and obligations, and external regulatory requirements

·           Achieve against agreed activity and productivity targets including call volumes and dollar revenue, measured using the Management Operating System

·           Accurately record discussions and interactions with customers in the Client Relationship Management system (Siebel)

·           Maintain a robust diary system to ensure customers receive the correct information in a timely fashion by managing follow-ups and call-backs in an efficient manner

·           Work in accordance with AMP’s policies, processes and procedures

·           Follow up on daily basis with drivers to address any operational matters that arise

·           Issue weekly service invoices and for any additional courier services

·           Weekly reconciliation of petrol and expenses records

·           Schedule regular maintenance of vehicles and inform owners of any major expenses outside of budget for appropriate measures to be taken.

·           Electronic tracking devices to be charged and stored in appropriate manner daily

·           Use professional communication with CBA personnel to ensure their clients are not offended and collection of courier packages are done as quickly as permissible through courier drivers

·           Maintain deliveries schedules as per agreed SALMAT and TOLL EXPRESS customer deadlines

·           Ensure that weekly reports are completed and forwarded to Warehouse personnel on a weekly basis

·           Act as a relief or on call courier driver in the event of emergencies

Responsibilities

·           Resolve complaints and attending to service related enquires from members, new prospects and corporate members ton ensure on going membership renewals.

·           Sales presentations to new prospects – individuals or corporate clients inquires.

·           Weekly, monthly and annual reporting to head office including tracking of conversions of leads into actual new sales.

·           Analyses variations of actual new sales against set targets on weekly, monthly basis to increase sales year on year.

·           Establish contact points with existing Corporate Accounts for communications purposes.

Responsibilities

·           Prepare and implement Annual Sales & Marketing plan to meet targeted medical practitioners to secure new business ultimately increasing annual turnover. (15% in 2005 financial year, 24% in 2006 financial year) 

·           Resolve complaints and service enquires from existing doctors, private hospitals and day surgeries and reduce risk of losing existing customers.

·           Weekly, monthly and annual reporting of doctor workloads by specialisation and product type (analysis) to ensure achieves are in accordance to set targets.

·           Analyse competitor services and other market trends (market intelligence) to improve company’s services in the marketplace.

·           Regular weekly, monthly call cycles to visit existing and new general practitioners clients

Special Project

·           Established synergy with another specialised pathology laboratory leading to an increase of 15% in workload by 2006.

Responsibilities

·           Resolve complaints and respond to enquiries relating to products/services in risk, direct marketing and investment policies.

·           Action ad-hoc reports relating to exceptions and errors.

·           Ensure requests from Financial Planners are processed and reported on within 24 hours.

·           Amend existing policies as per documented requests from financial planner and or clients

·           Focus on retaining clients by explaining the features of their policy covers and remove doubts and concerns

·           Helping organise documentation for staff orientation on product knowledge and understand the Australian Mortgage Industry

·           Attend training on Home loans products offered through Sydney Home loan Centre

·           Attending the required training with AIA to gain RG146 compliance for advising on its insurance product and get an understanding on the Insurance Industry.

·           Cold calling and attend promotional events to gain leads for potential insurance clients

·           Follow up leads to meet clients inquires on Life Insurance