Cross Sell Operations Jnr Administrator

6 months ago

Johannesburg, South Africa Sanlam Full time

Who are we?
Sanlam Developing Markets [SDM] (a wholly-owned subsidiary of Sanlam Life Limited) is one of the top financial services providers in the South African entry-level and emerging middle market. It aims to understand the unique requirements of clients and offers a wide range of simple and affordable financial solutions that cover needs such as funeral insurance, savings for education, life cover and personal accident plans. In terms of the Sanlam Group Governance Policy, SDM is managed by the SA Retail Mass cluster, which is part of the Sanlam Life and Savings cluster within the Sanlam Group. The cluster focusses on retail products, as well as group schemes. What will you do?

Policy Retentions
Administration(administering of requests from advisors/clients)
Lead Generation
Conduct on-going market research (cold-calling, use of third parties, existing clients) for the development and establishment of the Company X Leads database.
Generate sales leads by updating and informing customers and clients of our product offering. Ensure the creation of a pipeline of qualified leads for the organisation
Monitor, manage and track leads
Provide monthly reports on the leads conversion rates and funnel status
Report and Measure reliable indicators for to justify continued investment by the company
Actively promote Company X’s suite of solutions, products and services to network of prospects and partners
Maintain in-depth knowledge of industry trends and the competitors

Multi-channel lead management
Develop multi-channel programmes to reach prospects, based on the client information, research and preference.
Monitor and evaluate the effectiveness of the programmes
Diligently and creatively differentiate Company X’s value proposition with prospects

Inbound services
Ensure all inbound prospect enquiries from Company X Website, Referrals, branches, and telephone calls are dealt with effectively by team.
Ensure that all live transfer leads and organic leads which have a high conversion rate are promptly attended to.

Database management
Source, design or develop an appropriate database for the management of leads
Create guidelines and criteria for the segmentation and profiling of clients aligned to the Company X Strategy.
Timely refer “hot leads” to correct channels in the organisation
Provide monthly reports as required
Ensure current and accurate information on all databases.
Conduct Database audits
What will make you successful in this role?

Qualifications and Skills
Matric
RE5
Business Insight
Customer Relationship Management
Computer Literacy
Planning & organising
Time management
Influencing and Negotiation
Problem solving
Decision-making
Communication skills
Report Writing
Presentation
High level accuracy and detail orientation
Networking
Conflict Management
Process and systems competence
Data mining and analysis
Organizational Awareness

Experience & Knowledge
At least 2 years’ experience in insurance client service or sales
Proven Telesales experience (minimum of 6 months)
1 year cold calling experience is required.
Computer literacy in Outlook, MS Word and Excel is essential.
Life Insurance Product knowledge
Knowledge of PPR Legislation(advantageous)
Legal requirements of the insurance industry
All insurance products and services offered by the company

Personal Attributes
Analysing and Problem Solving
Confident and well spoken.
Written Communication
Adapting and responding to change
Ability to work in a high-pressure environment.
Coping with setbacks
Teamwork
Client Service & Sales Orientation
Proactivity
Accuracy
Driving Results
Ability to influence client decision - strong negotiation skills.
Great business acumen
Adhering to principles and values
High energy and discipline
Multi-lingual
High energy and discipline Personal Attributes Plans and aligns - Contributing dependently Communicates effectively - Contributing dependently Action orientated - Contributing dependently Optimises work processes - Contributing dependently Build a successful career with us
We’re all about building strong, lasting relationships with our employees. We know that you have hopes for your future - your career, your personal development and of achieving great things. We pride ourselves in helping our employees to realise their worth. Through its four business clusters - Sanlam Life and Savings, Sanlam Investment Group, Sanlam Emerging Markets, Santam, as well as MiWay and the Group Office - the group provides many opportunities for growth and development. Core Competencies Being resilient - Contributing dependently Customer focus - Contributing dependently Collaborates - Contributing dependently Cultivates innovation - Contributing dependently Drives results - Contributing dependently Turnaround time
The Sanlam Group is committed to achieving transformation and embraces diversity. This commitment is what drives us to achieve a diverse, inclusive and equitable workplace as we believe that these are key components t

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