Lead Converter

1 week ago

Centurion, South Africa Momentum Life Full time

**Introduction**Role Purpose**Requirements**:

- Grade 12 or equivalent qualification(required)
- Relevant degree or qualification
- FAIS and advice accredited
- 2-3 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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