The Role: Sales and Activity Management
Work collaboratively with the team manager on call flow strategies and call volume management.
Effectively handle web inquiries and client questions, successfully closing sales across a broad range of products.
Guide customers through the sales journey, clearly communicating product benefits and cover options.
Make outbound calls to prospective customers to promote products, provide advice, and close sales.
Support the team manager in executing targeted campaigns to boost sales performance.
Customer Relationship Management:
Build strong, trust-based relationships with customers by anticipating their needs, sharing relevant information, and consistently meeting commitments.
Resolve any queries or issues customers may have regarding quotes or policy details.
Customer Service:
Maintain a professional image and deliver service that meets or exceeds industry standards.
Take ownership of your work to ensure the highest accuracy and quality.
Respond promptly and professionally to requests and inquiries from customers, colleagues, and management.
Team Collaboration:
Collaborate effectively within the team to ensure all customer needs are met.
Contribute to achieving monthly and annual team targets.
Compliance:
Partner with the team manager and compliance department to ensure all file records meet the required standards.
Requirements:
Preferably have a strong background in sales or customer service.
Minimum of 1 year's relevant insurance experience.
Compliance with Central Bank Minimum Competency Requirements, APA (Personal General Insurance) qualification at minimum, with willingness to pursue further certifications.
Enthusiastic and adaptable to change.
Ability to thrive in a fast-paced and ever-changing environment.
Person Specification:
A positive attitude with openness to rapid changes as the company evolves digitally.
Ability to prioritize workloads effectively and adapt to unexpected challenges.
Highly organized with strong time and resource management skills.
Committed to continuous professional development.
Sales-driven and energized by a fast-paced sales environment.
C customer-focused, always putting the customer first in line with company culture.
Demonstrates strong product and technical knowledge, with eagerness to become a product expert.