About The Role
This position is responsible for being the first point of contact for all customer requests. The role is also responsible for pro‐actively managing and reviewing the portfolio of customers allocated and seeking opportunities to maximise business renewal and organic growth. It supports Relationship Managers to review and administer the portfolio of customers through delivery of outstanding customer service and demonstrating an understanding of the customers' needs.
Tasks And Responsibilities
* In consultation with the Relationship Manager, proactively manage the portfolio of customers to deliver professional fleet management services and be the primary day‐to‐day contact accountable for the resolution, allocation and follow‐through for all client requests, ensuring client contractual obligations and KPIs are met, and measurements are available if requested.
* Capture all business potential of clients and maximise client renewal while maximising margins. Support the Relationship Manager in seeking to upsell other products and services to existing clients. Introduce initiatives to the client that will add value to the relationship.
* Regularly review a customer's fleet through effective reporting and identify and address exceptions by managing key reports such as invalid odometer readings, utilisation report, services due and overdue, fuel exceptions, surplus vehicle reporting etc., and seek opportunities to reduce costs through increased fleet optimisation.
* Prepare quotations within quote turnaround times and ensure follow‐through and recording via won / lost business template with outcomes.
* Proactively manage future vehicle terminations and restructures consistent with best practice fleet management.
* Build rapport by understanding client needs, seek opportunities for revenue growth including fee uplift, and where applicable introduce and maintain a "client strategy" document for each client. Support a structured client visitation programme.
Skills and Experience
* High school certificate or any tertiary qualification in any business‐related fields or equivalent.
* Previous experience in a customer service role.
* Business acumen and commercial awareness.
* Strong organisational and prioritisation skills – meets specified deadlines and reports regularly on progress.
* Effective communicator both verbally and in writing, including good listening and probing skills.
* Critically analyses information and resolves problems through to complete resolution in a timely and effective manner.
* Proficient skills in Microsoft Office (Excel, Word).
* High attention to detail.
* Knowledge of fleet management products, services, systems and processes is desirable.
About You
* Communicates professionally and thinks/plans ahead.
* Good time management skills and ability to manage deadlines.
* Excellent discretion and tact in dealings with people.
* Creates teamwork, maintains a flexible, open and approachable working style.
* Consistently driven to take responsibility for high quality work, show innovative and forward‐thinking.
* Proven ability to think on one's feet and to make sensible workable decisions under pressure.
* Ability to be resourceful and demonstrate perseverance and accountability.
Who we are
We are a financial services company that specialises in fleet management, vehicle leasing and salary packaging, with a presence across Australia, the UK and NZ. A total portfolio under management of $2.5 Billion and over 1,100 employees.
https://www.sgfleet.com/au/about-us/careers
Some of our perks include
* Recharge and relax with up to 4 days of wellness days every year.
* We offer industry‐leading 20 weeks paid parental leave.
* Monetary service milestone awards.
* Career progression opportunities.
* Education support towards learning and development, including a learning budget per year, free access to LinkedIn Learning and more.
* Two paid volunteer days each year.
* Health and wellbeing support including a subsidy and an Employee Assistance Program.
What's next
We'd love to hear from you if you're ready to take on your next challenge at a company that embodies diversity, work‐life balance, and career development.
We are a proud equal‐opportunity employer. Interviews may take place prior to closure date for applications. To give yourself the best chance of selection, please do not leave your application to the application 'close' date. As a pre‐requisite to employment, the successful applicant will be required to complete a pre‐employment screening.
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