To provide an efficient and effective point of contact for new and existing Consumer Clients within the contact center. To provide advise/intermediary services on multiple insurance product service and retain existing clients. To ensure that the clients Insurance needs are identified and fulfilled efficiently and cost-effectively while managing the risks associated with new business and client expectations.
Qualifications :
Type of Qualification: Diploma
Field of Study: FAIS Recognized Qualification
NQF Level 5
RE5
COB Long and Short Term Insurance
Experience Required
Insurance
3 - 4 years experience in dealing with insurance products and Insurance customers. Proven sales and quality assurance track record in the financial services industry pro-active sales and servicing experience i.e. and good stakeholder management experience. Role includes Sales upselling cross-selling and servicing across long term short-term and commercial products.
Additional Information :
Behavioural Competencies:
- Interacting with People
- Managing Tasks
- Meeting Timescales
- Providing Insights
- Team Working
- Upholding Standards
Technical Competencies:
- Attitude of Customer Experience
- Banking Process & Procedures
- Client Retention
- Customer Understanding ( Consumer Banking)
- Mind of Customer Experience
- Insurance Products & Services
- Product Related Systems (Consumer Banking)
- Risk Identification
Remote Work :
No
Employment Type :
Full-time
To provide an efficient and effective point of contact for new and existing Consumer Clients within the contact center. To provide advise/intermediary services on multiple insurance product service and retain existing clients. To ensure that the clients Insurance needs are identified and fulfilled e...
To provide an efficient and effective point of contact for new and existing Consumer Clients within the contact center. To provide advise/intermediary services on multiple insurance product service and retain existing clients. To ensure that the clients Insurance needs are identified and fulfilled efficiently and cost-effectively while managing the risks associated with new business and client expectations.
Qualifications :
Type of Qualification: Diploma
Field of Study: FAIS Recognized Qualification
NQF Level 5
RE5
COB Long and Short Term Insurance
Experience Required
Insurance
3 - 4 years experience in dealing with insurance products and Insurance customers. Proven sales and quality assurance track record in the financial services industry pro-active sales and servicing experience i.e. and good stakeholder management experience. Role includes Sales upselling cross-selling and servicing across long term short-term and commercial products.
Additional Information :
Behavioural Competencies:
- Interacting with People
- Managing Tasks
- Meeting Timescales
- Providing Insights
- Team Working
- Upholding Standards
Technical Competencies:
- Attitude of Customer Experience
- Banking Process & Procedures
- Client Retention
- Customer Understanding ( Consumer Banking)
- Mind of Customer Experience
- Insurance Products & Services
- Product Related Systems (Consumer Banking)
- Risk Identification
Remote Work :
No
Employment Type :
Full-time
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