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Team Leader: Personal Lines Telesales
2 weeks ago
Job Purpose:
To effectively manage, monitor, supervise and motivate a team of Personal Risk Advisors, in an outbound Call Centre, towards achievement of department strategies and goals.
Job Outputs:
- Achieve sales budget in terms of units and premium
- Timeous recruitment of advisors
- Ensuring a full complement of Advisors in order to reach business objectives
- Retention of key employees
- Manage disciplinary processes in terms of conduct and performance, as per SOP
- Maintain employee supervision files
- Ensure all amendments on the FSCA register are actioned timeously
- Ensure all consultants comply with legislative requirements
- Ensure sufficient coaching and training sessions are conducted
- Ensure CPD, COB as well as any other mandatory training is conducted
- Ensure all training records are completed and filed
- Submission of daily, weekly and monthly reports
- Monitor systems to operational effectiveness and advise applicable role players if any intervention is required
- Identify, document and submit potential compliance vulnerability and risk areas
- Implement corrective action plans for compliance risk areas
- Ensuring schedule adherence by managing leave and working times
- Ensure corrective actions based on internal and external audit findings are implemented
- Manage insurer referrals and out of mandate actions
- Team motivation and meetings, including oneonone, performance and probationary discussions
- Compiling of commission sheets for the team
- Leads management and reporting
- Management of all daily sales activities
Qualifications:
- Matric/Grade 1
- RE 5 certificate (essential)
- RE 1 (advantageous)
FSCA recognized qualification
- NQF level 4 (essential)
Experience:
- Minimum 2 years supervisory outbound Contact Centre Telesales experience
- Minimum 34 years Shortterm insurance operational experience
Knowledge and Skills:
- Report writing
- Risk Management
- Attention to detail
- Up to date knowledge of regulatory landscape within the financial sector
- Drafting of policies and SOPs
- Written skills
- Overseeing and implementing regulatory changes
- Communication skills
- Presentation skills
- People Management skills
- Coping under pressure
- Conflict handling skills
- Problem solving skills
- Data analytical skills
- Microsoft office (excel, powerpoint, word, outlook)
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