Leads Management Specialist

2 weeks ago


Johannesburg, Gauteng, South Africa PPS Recruitment Full time

Job Advert Summary:

This role reports to the Team Manager Retentions & Leads. The primary value delivered by this team is lead quality. This means that leads are hot and valid. Fast first-contact and thorough initial screening are non-negotiable in delivery. Responsible for leads campaigns.

Minimum Requirements:

Education:

  • Degree in business administration or a related field preferred
  • Committed to continuous education through workshops, seminars and conferences
  • Demonstrated ability to communicate, present and influence credibly and effectively at all levels of the organization

Experience:

  • Min 2 years' experience in the Financial services Industry.
  • 12 years working experience in a similar environment is a clear advantage
  • Proven ability to drive the leads distribution process from plan to close
  • Good business sense

Knowledge and Skills:

  • IT Skill: Strong computer skills, including Microsoft Office Package at a Moderate level

Competencies:

  • Energetic
  • Customer Focused
  • Respectful

Duties and Responsibilities:

Campaigns management:

  • This involves ensuring that leads from various campaigns are dealt with efficient and effectively.
  • Our primary function is to interact with members and stakeholders using various methods of communication. We need customers in order to carry out our responsibilities within the business. Customers will submit their details showing interest in joining PPS using different platforms, our responsibility is to assign lead to an accredited advisor for further assistance.

Key Responsibilities:

  • Achieve growth and hit leads deliverables.
  • Build and promote strong, longlasting customer relationships by partnering with them and understanding their needs.
  • To action work outputs allocated.
  • To action and solve all queries related to leads and in the value chain delivery.
  • To ensure process documentation is kept relevant and updated.
  • Dealing with sales telephone enquiries on all new shortterm insurance quotes

Additional Responsibilities:

  • Maximise each inbound call received by attempting to 'turn' it into a sale.
  • Achievement of targets and objectives.
  • Adherence to quality and compliance processes to minimize business risk.
  • Quality management of all outputs, with the end customer in mind.
  • Optimal operational efficiencies must be maintained (productivity measures to be achieved).
  • Adapt and change to fit in with changing business operational requirements.
  • Update/enter call outcome information on system for later followup or closure and keeping record of all conversations with members.
  • Managing information regarding new products, rate changes, rulings, training updates etc.
  • Keep abreast of developments and trends in the Industry self learning.
  • General policy administration.
  • Draw and prepare reports.
  • Arrange surveys on quotes and/or new policies where applicable


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