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
•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 organizing
•Adhering to principles and values
•Coping with pressure and setbacks
•Persuading and Influencing
•Delivering results and meeting customer expectations
•Deciding and initiating action
•Working with people
•Planning and organizing
•Adhering to principles and values
•Coping with pressure and setbacks
•Persuading and Influencing
Qualifications & Experience
• Matric (Essential)
• Customer relations diploma / certificate (Advantageous)
• A minimum of 2 years working experience in a Customer Service / Service desk role within a Financial/insurance industry
• A minimum of 2 years Prior exposure to the UK market in the financial/insurance industry is advantageous
• Customer relations diploma / certificate (Advantageous)
• A minimum of 2 years working experience in a Customer Service / Service desk role within a Financial/insurance industry
• A minimum of 2 years Prior exposure to the UK market in the financial/insurance industry is advantageous
How to apply for this:
Closing date: 28-11-2017
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