Key Purpose
To initiate Vitality Calls to clients to assist them with registration and engagement of the Vitality Program through the use of effective sales tactics.
To also initiate calls to Active policy holders with no servicing financial advisor (orphaned policies) and present them with options to manage their policy going forward. This is done with the view to build confidence in our brand and product with our clients to reduce the lapsing of policies.
To also initiate calls to Active policy holders with no servicing financial advisor (orphaned policies) and present them with options to manage their policy going forward. This is done with the view to build confidence in our brand and product with our clients to reduce the lapsing of policies.
Key Outputs
•Initiate Vitality- and Orphan Customer Calls to clients while adhering to scripts in order to confirm Data Protection and key call outcomes.
•Raise alert regarding any suspicious activity or information.
•Inform clients of the key benefits associated to their policies including Vitality.
•Ensure client call-backs are made timeously and efficiently
•Ensure that Vitality registration is completed at the end of each call.
•Ensure that Orphan Customers are managed efficiently and timeously through available engagement platforms
Personal Attributes and Skills •Presenting and communicating information
•Delivering results and meeting customer expectations
•Deciding and initiating action
•Working with people
•Planning and organising
•Adhering to principles and values
•Coping with pressure and setbacks
•Persuading and Influencing
•Raise alert regarding any suspicious activity or information.
•Inform clients of the key benefits associated to their policies including Vitality.
•Ensure client call-backs are made timeously and efficiently
•Ensure that Vitality registration is completed at the end of each call.
•Ensure that Orphan Customers are managed efficiently and timeously through available engagement platforms
Personal Attributes and Skills •Presenting and communicating information
•Delivering results and meeting customer expectations
•Deciding and initiating action
•Working with people
•Planning and organising
•Adhering to principles and values
•Coping with pressure and setbacks
•Persuading and Influencing
Qualifications & Experience Essential Education:
•Matric is essential
Essential Knowledge:
•Intermediate Product knowledge
•Intermediate MS Office
•Intermediate internal systems such as SAM and Paradigm.
Essential Skills:
•Intermediate relationship building
•Intermediate communication
•Intermediate conflict handling
Experience
•1to 2 years customer service experience in the financial services industry is essential.
•1to 2 years sales experience in any industry is essential.
•1 year prior life insurance industry experience is advantageous.
How to apply for this:
Closing date: 19-03-2017
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