Insurance Sales Administration

2 weeks ago

Pretoria, South Africa Finding Personnel (Pty) Ltd Full time

**Job Details**:
**Title: Sales Administrator**

**Location: Pretoria**

**Permanent: Yes**

**Full time: Yes**

**Industry: Insurance / Bond Originators**

**Salary / CTC: R 10 750 (Basic, if KPI is reach the earning potential can reach R 20 000)**

**Reports to: Sales Manager**

**Roles and Responsibilities**:

- Provide administrative support to the sales team, including but not limited to data entry, document preparation, and maintaining accurate records in the CRM system.
- Assist in generating quotes and sales documentation for potential clients.
- Manage and organize the sales team's schedule, including appointments, meetings, and follow-ups.
- Act as a point of contact for clients, addressing inquiries, providing information, and ensuring a positive client experience.
- Collaborate with the sales team to optimize workflows, streamline processes, and enhance overall efficiency.
- Maintain a comprehensive and up-to-date database of leads, prospects, and client interactions.
- Coordinate with other departments to ensure timely and accurate delivery of products or services to clients.
- Support the development of sales reports and presentations as needed.
- Assist in client retention efforts by maintaining strong relationships and providing excellent customer service.

**Required Qualifications, Skills and Experience**:

- At least matric & previous experience in an administrative or support role within a sales environment.
- Proficiency in using CRM software and other sales tools.
- Reside within a 25 km radius from Menlyn Mall

**Attributes**:

- Excellent organisational and time management skills to handle multiple tasks and deadlines effectively.
- Strong communication and interpersonal skills, with the ability to build rapport with clients and team members.
- Attention to detail and accuracy in handling documentation and data entry.
- Ability to adapt to changing situations and prioritize tasks accordingly.
- Team player with the flexibility to work independently when required.

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