Branch Consultants

Client Risk Benefit Solutions
Reference # BCFuneral1
Published 03/07/2017
Contract Type Permanent
Salary Market Related
Location Eersterivier, Western Cape, South Africa
Introduction
We have an exiting opportunity available for Branch Consultants in our Funeral Insurance branch in Eersterivier, Cape Town.
Job Functions Administration,Client Services,Sales
Industries Banking / Finance & Investment,Insurance
Specification
Outputs:

Sales:
•Effectively sell funeral products at branch level
•Use appropriate interpersonal styles and communication methods to gain acceptance of our products from walk in prospects
•Accurately identify insurance needs by asking effective questions and listening attentively
•Match benefits accordingly and demonstrate how a product satisfies the needs
•Gain commitment to recommended action around buying an insurance product
•Handle objections and overcome them with ease
•Develop sales strategies to compete with other individuals or companies who sell insurance
•Explain features, advantages of policies and/ products to promote a sale
•Perform administrative tasks, such as maintaining records of potential clients
•Seek out new clients and develop clientele by networking to find new customers and generate lists of prospective clients.
•Ensure that targets are met
•Data Capture new business for various portfolios and check all information to ensure accuracy
•Contact clients on incomplete new business and records daily stats

Customer Service:
•Service all walk in customers end to end and ensure customer satisfaction
•Action all customer requests and retain existing customers by identifying cross sell and upsell opportunities
•Assist clients face to face with end to end policy administration
•Updating and changing data relating to each policy
•Full and accurate assessment of all maintenance requests within scope, in terms of policy processes and procedures.
•Maintaining clear and consistent communication with internal & external parties regarding maintenance of policies and requirements thereof.
•Follow up on outstanding requirements with internal & external parties.
•Maintaining professional verbal and written communication with customers (internal and external).
•Resolve all incoming queries effectively and efficiently thus ensuring customer satisfaction.
•Customer service delivery according to the specification of the branch
•Fostering a service delivery culture within the branch
•Attend to the needs of walk in clients requests, process required changes, and ensure that all necessary forms are fully completed, signed and indexed
•Update daily stats of walk in clients and provide weekly/monthly reports
•Capture returned mail, contact the clients, update notes and activate the changes and update the spread sheet.
•Data Capture new business for various portfolios and check all information to ensure accuracy.
•Full knowledge, understanding and ability to accurately, scan, index and allocate mail on workflow within SLA time
•Adhere to all processes and procedures
•Complete all active workflows within SLA time
Requirements
Requirements:
•Insurance Industry understanding
•One year call centre experience in a sales or customer service environment
•PC Knowledge (Windows essential) – Word, Excel an advantage
•Financial services experience preferable
•Matric/NQF 4 equivalent
•Excellent People skills
•Customer focused


Job Closing Date 31/07/2017
Share on