Smile before picking up the phone (It will help give you a vibrant tone)

Greetings

Good Morning/Afternoon/Evening Mr/Mrs/Chief,

Pause for a few seconds to get a response confirming the client

Introduction

My name is ……………

I’m calling from ARM Pension Managers

Reason for the call (Returned Statement - Retirees)

• I am calling to inform you that your Statement of Account for the fourth quarter 2014 sent to your registered contact address on our database (state the address for client) was returned.

Kindly provide me with your current contact address & (email for clients without email on the database) as this will enable us update your details for subsequent correspondences.

• Also, kindly confirmed your preferred mode of correspondences

i.e Email or Hard copy.

Wrap up / Conclusion

• Is there anything you would like me to help you with regarding your account?

If Yes, attend to client request

 

If No:

 

• Thank you so much for your time Madam/Sir; we appreciate your continued patronage.

 

 

Do have a nice day.