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Branch Consultants

Hollard - Various Areas, Nationwide

Full-Time | Customer Service

Closing date yi 31st ka March 2020

Hollard Branch Consultants Various Areas

Purpose

  • We have various opportunities in locations around the country.
  • Apply today and let’s find the right location for you!
  • To promote and sell financial services and insurance products to prospective customers, and to service walk-in customers efficiently and responsibly.

Requirements

  • Matric
  • Relevant Diploma
  • RE an added advantage an added advantage
  • Minimum of 2 - 4 years retail experience in a well-established brand
  • 2 years call centre experience in sales or customer service environment
  • Financial services experience preferable

Skills & Competencies

  • Computer Literacy in MS Office and Intermediate Excel
  • Insurance Industry understanding
  • PC Knowledge (Windows essential) – Word, Excel an advantage
  • Proven track record of driving sales and stock management
  • Planning and implementation of promotional activities – Branch based and national
  • People skills
  • Listening Skills being able to interpret words spoken/being able to listen between the lines, not interrupting customers
  • Flexibility – show positive response to change
  • Must be a fast learner and able to work under extreme pressure
  • Customer focused – Needs to understand and respond effectively to customer needs and offer polite and efficient service at all times
  • Results oriented – Needs to know what is required and take appropriate action

Responsibilities

Sales:

  • To effectively sell life assurance products at branch level
  • To use appropriate interpersonal styles and communication methods to gain acceptance of our products from walk in prospects
  • To accurately identify insurance needs by asking effective questions and listening attentively
  • Match benefits accordingly and demonstrate how a product satisfies the needs
  • Gain commitment to recommended action around buying an insurance product
  • To handle objections and overcome them with ease
  • Develop sales strategies to compete with other individuals or companies who sell insurance
  • Explain features, advantages of policies and/ products to promote a sale
  • Perform administrative tasks, such as maintaining records of potential clients
  • Seek out new clients and develop clientele by networking to find new customers and generate lists of prospective clients
  • Ensure that the targets are met
  • Data Capture new business for various portfolios on MIP and check all information to ensure accuracy
  • Contact clients on incomplete new business and records daily stats

Customer Service:

  • To service all walk in customers end to end and ensure customer satisfaction
  • Action all customer requests and retain existing customers by identifying cross sell and upsell opportunities
  • Assist clients face to face with end to end policy administration
  • Updating and changing data relating to each policy on the system
  • Full and accurate assessment of all maintenance requests within scope, in terms of policy processes and procedures
  • Maintaining clear and consistent communication with internal & external parties regarding maintenance of policies and requirements thereof
  • Follow up on outstanding requirements with internal & external parties
  • Maintaining professional verbal and written communication with customers (internal and external)
  • To resolve all incoming queries effectively and efficiently thus ensuring customer satisfaction
  • Customer service delivery according to the specification of the branch
  • Fostering a service delivery culture within the branch
  • Attend to the needs of walk in clients requests, process required changes, and ensure that all necessary forms are fully completed, signed and indexed
  • Update daily stats of walk in clients and provide weekly/monthly reports
  • Capture returned mail on MIP, contact the clients, update notes and activate the changes and update the spread sheet
  • Data Capture new business for various portfolios on MIP and check all information to ensure accuracy
  • Full knowledge, understanding and ability to accurately, scan, index and allocate mail on workflow within SLA time
  • Complete all active workflows within SLA time
Lomsebenzi ufakwe ngu Tebuho Moshoeshoe nge 23 ka December 2019