Lead Converter

1 week ago


Centurion, Gauteng, South Africa Momentum Life Full time

IntroductionRole Purpose
Requirements:

  • Grade 12 or equivalent qualification(required)
  • Relevant degree or qualification
  • FAIS and advice accredited
  • 23 years' sales or serviceexperience in the insurance industry
  • Previous call centre experiencepreferably in a client centric or salesenvironment will be advantageous.
  • Knowledge of relevant processes andpolicies
  • Relevant product knowledge
  • Knowledge of the financial servicesor insurance industry
  • MS Office skills
  • Planning and organising skills
  • Time management skills
  • Data capturing skills
  • Interpersonal skills
  • Communication skill

Duties & Responsibilities

  • To optimise and effectivelymanagement the leads processes todrive sales.
  • Engage telephonically with clients tounderstand their interest in the product.
  • Track, create and analyse leadsperformance and generate weeklyand monthly reports.
  • Plan and manage the optimisation ofleads performance and improve sales conversion rates.
  • Must be able to identify opportunitiesto improve sales conversion with sales teams through gaining insightsfrom the digital channel.
  • Loaded and allocated confirmedleads to a sales agent to quote and close.
  • Ensure that missing and outstandinginformation are proactively followed up with client directly or feedbackregarding queries is directly communicated back to the client.
  • Capture all data accurately onrelevant systems according to agreeupon SLA's
  • Analyse data to understand rootcause of errors that occur in the administration and leads qualifyingprocess.
  • Accurately capture client information,relevant actions and sales on the systems.
  • Achieve set targets on productionand quality.
  • Adhere to compliance requirementsin the sales process in line with legislative requirements.
  • Where required, ensure that missingand outstanding information areproactively followed up with clientdirectly or feedback regarding queries is directly communicatedback to the client
  • Escalate client queries to the relevantdepartment or stakeholders.
  • Provide accurate information andadvice to clients and stakeholders inorder to ensure that the clientreceives the appropriate after sales services.
  • Build and maintain relationships withclients and internal and external stakeholders.
  • Make recommendations to improveclient service and fair treatment of clients within area of responsibility.
  • Participate and contribute to aculture which builds rewarding relationships, facilitates feedbackand provides exceptional clientservice.
  • Develop and maintain productive andcollaborative working relationships with peers and stakeholders.
  • Positively influence and participate inchange initiatives.
  • Continuously develop own expertisein terms of professional, industry and legislation knowledge.
  • Contribute to continuous innovationthrough the development, sharing and implementation of new ideas.
  • Take ownership for driving careerdevelopment.
  • Identify opportunities to enhancecost effectiveness and increase operational efficiency
  • Manage financial and other companyresources under your control with due respect
  • Provide input into the riskidentification processes andcommunicate recommendations inthe appropriate forum

Competencies

  • Examining Information
  • Checking Things
  • Producing Output
  • Team Working
  • Following Procedures
  • Taking Action
  • Meeting Timescales
  • Managing Tasks
  • Examining Information
  • Checking Things
  • Producing Output
  • Team Working
  • Following Procedures
  • Taking Action
  • Meeting Timescales
  • Managing Tasks


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