Personal Lines Sales Consultant
Personal Lines Sales Consultant
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Salary Not Disclosed
1 Vacancy
Job Description
Lets Write Africas Story Together!
Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.
Job Description
Purpose: The role focuses on achieving defined sales targets and managing the end-to-end customer experience for new business by providing first line support to resolve queries service and attract new business policies by co-ordinating activities within Service Level Agreements (SLAs).
Responsibilities:
- Telephonically guide customers through the product offering pricing terms and conditions.
- Take ownership of queries and ensure they are resolved timeously and effectively.
- Handle urgent and complex enquiries and requests received telephonically and via email.
- Escalate unresolved matters and keep the customer informed of any delays in resolving an issue.
- Maintain the outlined QA average on all calls.
- Continuously monitor turnaround times and quality standards and resolve issues speedily to enhance client service delivery.
- Accurately and efficiently capture all customer data.
- Finalise calls at point of contact where possible.
- Forward accurate policy documents to brokers within mandated timeframes.
- Follow up on pending and unconverted business.
- Demonstrate excellent knowledge of the business product offerings campaigns rules and conditions in order to recommend the right solution to the customer.
Qualification & Experience:
- Grade 12
- Regulatory Examination (RE) - Advantageous
- Minimum NQF Level 4 Short Term Insurance (Required)
- Relevant Tertiary or Insurance Qualification.
- 2 3 years experience in customer service environment / callcentre Experience within the financial services industry.
Skills and Attributes:
- Strong selling and negotiation skills.
- Telephone etiquette
- Excellent verbal and written communication skills.
- Attention to detail and accuracy.
- Customer-oriented
- Customer-focused with a positive attitude.
- Ability to work independently and as part of a team.
- Strong organizational and time management skills
Competencies:
- Customer: Putting the customer at the heart of business decisions and driving to improve value for customers.
- Collaboration: Creates trust respect and builds meaningful relationships. Able to handle a wide range of relational challenges to ensure collaboration across boundaries.
- Executing: Displays consistent energy drive and perseverance in order to deliver results. Demonstrates a willingness to take calculated risks to achieve stretch performance goals
- Customer Interaction
- Analytical Thinking
Skills
Consultative Selling Customer Complaint Management Customer Feedback Management Customer-Focused Customer Relationship Management (CRM) Software Customer Service Customer Service Operations Customer Understanding Data Management Digital Consumer Engagement Identifying Sales Opportunities Probing Questions Sales Data Management Strengthening Customer Relationships UpsellingCompetencies
Action OrientedCommunicates EffectivelyCustomer FocusDecision QualityEnsures AccountabilityInterpersonal SavvyManages AmbiguityManages ComplexityEducation
NQF Level 3 & NQF Level 2 - Below school leavingClosing Date
13 July 2025 23:59The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.
The Old Mutual Story!
Required Experience:
Contract
Employment Type
Full Time
