1.4 GENERAL RESPONSIBILITIES

• Ensure proper use of the CRM system at all times by inserting information that is legitimate, detailed and relevant, including:
• Maintaining a CRM pipeline with the minimum number and overall value of Qualified Opportunities at any given time, as outlined in Appendix A of this position description;
• Ensuring all appointments, follow up phone calls, emails and tasks are being tracked in CRM before going out on the road; and
• Documenting all communication and administrative work associated with managing prospective and existing clients.
• Escalate all client proposed modifications to our credit application terms and conditions, and client contracts, to the Legal Counsel without delay, prior to providing services to the customer.
• You must inform yourself of the goods and associated tasks involved in providing transport services to potential and existing customers. You are required to identify and control known risks, such as:
• Hazardous manual handling;
• Dangerous goods;
• The requirement for the use of specialised vehicles or equipment, and associated compliance requirements;
• Deliveries of commercial quantities to residential premises;
• Deliveries to high-risk environments; and
• High risk tasks that require bespoke process design.
• You must liaise with the National HSEQ Manager to ensure the work can be performed in a manner that is safe and does not expose our sub-contractors (or people generally) to a situation or environment that poses a risk to their health and safety.
• You may be required to conduct client site inspections to ensure that the service we provide our customers is of a high standard, and that the client’s site does not pose a risk to the health and safety of our sub-contractors. In completing a client site inspection, you must use the prescribed inspection template, and insert information truthfully. Should you require retraining or have a question in relation to a specific site or the inspection template generally, you must escalate this to the National Work Health and Safety Manager without delay.
• Attend weekly one on one meetings with your Manager reviewing the entire week’s activities and pipeline.
• During peak business periods, between November and January, you may be required to perform courier deliveries and assist the customer service department in taking client bookings.
• Ensure all clients’ expectations are met in terms of time and quality in the delivery of our services.
• Effectively communicate with colleagues and clients.
• Advocate co-operation with both intra and inter Departments.
• Ensure that your written and verbal communication with clients, colleagues and sub-contractors is always professional and courteous.
• Attend one on one meetings with your Manager as required.
• Perform any reasonable tasks requested by your Manager.
• Notify your Manager if you require additional training as soon as practicable.
• Ensure you use work time and resources for work activities, through limiting personal phone calls, internet browsing and mobile phone usage. You must not divert your work mobile to your personal mobile phone.
• Ensure compliance with Capital Group’s Company Policies at all times.
• Ensure compliance with the Work Health and Safety (WH&S) responsibilities as outlined in section 3.
• Work Health and Safety (WH&S) Responsibilities
  All staff are responsible for the following safe work procedures and instructions:

2.2 SUPERVISORS ARE RESPONSIBLE FOR

• Providing adequate supervision through technical guidance, training and support to ensure employees carry out their responsibilities in line with CG’s policies and procedures and legislative requirements;
• Maintaining regular communication with employees to identify if there are any issues that could result in a breach to CG policies and procedures and escalating to the Manager and relevant key stakeholders;
• Assisting with any efforts undertaken by the Capital Group to implement initiatives and corrective actions to comply with WH&S and National Heavy Vehicle legislation;

2.3 MANAGERS AND SECTION HEADS ARE RESPONSIBLE FOR

• Ensuring information, training, instruction and supervision is provided to all employees at the point of induction, and cyclically thereafter, so that they can effectively perform their roles and responsibilities in accordance with CG policies and procedures, and legislative requirements;
• Maintaining regular communication with employees to identify if there are any issues that could result in a breach to CG policies and procedures;
• Monitoring internal and external processes to identify risks to the business and developing suitable control measures;
• Identifying and investigating any potential or actual breaches, notifying and consulting with the relevant key stakeholders, implementing corrective actions required for compliance without delay, and ensuring appropriate records are maintained.
  At the Capital Group we recognise our people are the driving force of our success, therefore our process of selection, induction and personal development is our prime focus