Highlights
Join a key operational role with a clear pathway into client-facing positions
Great Benefits on offer – both monetary & non-monetary employee benefits
Mental Wellbeing & Purpose : Up to 4 Wellness days + 2 Volunteer days each year
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 seek 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. seek opportunities to reduce costs through increased fleet optimization.
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 and by understanding client needs, seek opportunities for revenue growth including fee uplift. Where applicable introduce and maintain a "client strategy" document for each client. Support a structured client visitation program
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 commercials awareness
Strong organisational and prioritisation skills - meets specified deadlines and reports regularly on progress
Effective communicator both verbally 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 deadline
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.
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, includes 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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