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Customer Service Coordinator
2 months ago
About The Portfolio Group
We are a dynamic organization seeking a skilled Diary Planner to support our team of Consultants. As a key member of our operations team, you will play a crucial role in coordinating appointments, optimizing travel routes, and maximizing productivity across the board.
Key Responsibilities
- Confirm scheduling of consultants' diaries four weeks ahead, aligning with targets set by the Regional Manager.
- Prioritize critical health & safety visits and ensure efficient backfilling to optimize productivity.
- Utilize geographical planning to minimize travel time for consultants.
- Confirm all appointments by close of business every Wednesday for the week ahead.
- Collaborate with the Team Leader to review schedules and provide feedback on high-mileage appointments.
- Proactively backfill canceled appointments and reschedule them for the next available date.
- Coordinate consultant availability, holidays, training, and birthdays to prevent scheduling conflicts.
- Act as a liaison between consultants and management, escalating any scheduling issues as needed.
Requirements
- Strong negotiation skills to coordinate appointments effectively.
- Ability to multitask and prioritize tasks efficiently.
- Proficient in problem-solving to address scheduling conflicts.
- Excellent customer service skills to interact with clients professionally.
- Geographical awareness to optimize travel routes.
- Ability to maintain and build internal relationships with team members.
What We Offer
As a Diary Planner at The Portfolio Group, you will have the opportunity to work in a fast-paced environment, develop your skills, and contribute to the success of our organization.
