Job Expired
Purpose:
To advise clients on insurance products and services and to promote sales in liaison with sales brokers and financial service provider
Responsibilities:
- Identify and escalate potential risks which may lead to increased costs
- Adhere to standards and procedures to reduce costs
- Identify process improvements to save costs
- Provide operational support related to activities and initiatives that contribute to the overall growth and profitability of an area of work
- Actively drive sales across product and campaign Initiatives
- Contribute to client service delivery culture through adherence to approved organisational service delivery principles
- Resolve customer dissatisfaction/complaints by taking ownership of the problem
- Deliver exceptional service adhering to relevant SLA agreements and offering appropriate solutions
- Deliver a quality service through meeting agreed turnaround times, and ensuring availability, reliability and accuracy
- Ensure first time resolution of relevant customer queries or escalations in accordance with operational goals and standards enhance the customer experience
- Follow up on queries handed over to other parties or areas to ensure delivery on agreed timelines and SLAs
- Propose improvements on internal processes that impacts service levels and customer satisfaction within area of accountability
- Establish relationships with relevant individuals and departments in order to deliver on work expectations
- Adhere to relevant service level agreements
- Remain accountable for your own work in accordance with the organisational values and code of ethics
- Comply with and adhere to identified governance and compliance standards and escalate problems for investigation and resolution
- Identify and escalate risk as normal part of work
- Provide timeous reports on operations, performance and audit findings
- Report on transactional activity progression within set guidelines to provide timely information for decision making in area of accountability
- Achieve sales targets in line with performance scorecards and achieve an acceptable cost of sales ratio through pipeline managements and sales quality
- Identify opportunities to increase sales revenue and to grow the organisational client base while containing costs
- Assist with retaining or signing unbanked customer base with a view to improving and increasing profitability
- Maximize the sales by selling packaged financial solutions to clients
- Maintain specialised knowledge on all FirstRand approved products, application procedure, fulfilment processes and timelines to drive and achieve relevant sales targets
- Maximise cross-selling opportunities
- Drive adoption of digital and other self-service options across client base
- Provide updated information to brokers regarding new products and the requirements thereof.
- Provide training on new and existing products for brokers to ensure that they are competent and able to sell products
- Assist brokers on underwriting problems, including assistance with special approvals required and claims screening
- Maintain existing policies, give instructions and follow up with Insurers
- Consult with brokers about new business, payment of commission, identifying markets and marketing products
- Order and distribute promotional items to ensure visibility of company
- Enter all qualified leads into the sales pipeline and maintain it on a daily basis
- Market and sell life assurance policies with the purpose of obtaining new business and contributing to company growth
- Track, control and influence sales and service activities with the specific aim to increase sales and service efficiencies
- Engage new brokerage houses to ensure new business opportunities, and negotiate optimal rates and contracts
- Order and distribute promotional items to ensure visibility of company
- Enter all qualified leads into the sales pipeline and maintain it on a daily basis
- Market and sell life assurance policies with the purpose of obtaining new business and contributing to company growth
- Track, control and influence sales and service activities with the specific aim to increase sales and service efficiencies
- Engage new brokerage houses to ensure new business opportunities, and negotiate optimal rates and contracts
Experience and Qualifications:
- Minimum qualification : Relevant Degree or Diploma
- Experience : 2 to 3 years related experience
More Information
- Job Application Details HOW TO APPLY INTERESTED CANDIDATES ARE REQUESTED TO APPLY ON OR BEFORE THE THE CLOSING DATE TO : https://www.firstrandjobs.mobi/Jobs/Detail?refNumber=IRC229593 ONLY SHORTLISTED CANDIDATES WILL BE CONTACTED CLOSING DATE 14 SEPTEMBER 2022
- This job has expired!
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