Website Oneplan Underwriting Managers (Pty) Ltd
At Oneplan, we live by the philosophy that insurance should make life easier, not more complicated. That’s why we offer simple and affordable insurance plans without sacrificing quality. We don’t believe in sneaky clauses or conditions that come back to bite you when you need help the most.
Main purpose of the Job:
This role will only require you to work with warm leads and gives you the opportunity to write your own uncapped paycheck
Sales Target
Achieve target Conversion rations as per company standards
Achieve minimum target number of sales per month as per company standards.
Complete accurate and timely sales administration records.
Submit to the Manager all relevant reports, paperwork, and update on all forward sales activity.
Ensure additional responsibilities are completed as per business requirements.
Maintain and grow existing business by cross selling opportunities.
Keep up to-date sales records for all existing and prospective accounts on company IT systems.
Ensure that your current customer portfolio is satisfied and that all premiums written are collected within the acceptable parameters (Average Collection rate).
All sales transactions need to be done in accordance with legislative and company standards.
Comply with company policies and procedures.Follow One Plans standard operating procedures at all time
Ensure a high level of client satisfaction through proactive support and active listening
Escalate client queries to the relevant department or stakeholder.
Provide accurate information and advice to clients and stakeholders in order to ensure that the client receives the appropriate service.
Build and maintain relationships with clients and internal and external stakeholders
Deliver on service level agreements made with clients and internal and external stakeholders in order to ensure that client expectations are managed
Make recommendations to improve client service and fair treatment of clients within area of responsibility
Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service
Respond efficiently, accurately and ensure client feels supported and valued
Educate clients on the value of our products and services
Productivity
Achieve 390 minutes of call time per day as per company CRM system
Achieve 100% productivity measured through achievement of 390 minutes per weekday and 150 minutes per Saturday (twice per month)
Compliance
Adherence to Standard Operating Procedures and Quality Assurance.
Ensure quality scores (both Sales and Wrap Up assessments) do not exceed 10% allowance.
Calculated total fails vs total assessments for the month.
Work collaboratively
Build a culture of respect and understanding across the organisation
Recognise outcomes which resulted from effective collaboration between teams
Build cooperation and overcome barriers to information sharing, communication and collaboration across the organization
Facilitate opportunities to engage and collaborate with internal and external stakeholders to develop joint solutions
Self-Management
Follow through to ensure that personal quality and productivity standards are consistently and accurately maintained
Demonstrate consistent application of internal procedures
Plan and prioritise, demonstrating abilities to manage competing demands
Demonstrate abilities to anticipate and manage change
Demonstrate flexibility in balancing achievement of own objectives with abilities to understand and respond to organizational needs
Minimum Academic, Professional Qualifications & Experience required for this position
Grade 12 with English and a second language
Undergraduate/Postgraduate qualification in related field advantageous
Minimum working experience of 3 year within an Outbound sales call centre environment (essential).
FAIS Credits and RE5 is advantageous.
Pass technical competency tests on all products.
Display an understanding and knowledge of the product and industry.
Meets FAIS Fit & Proper requirements as per legislation.
Apply via company website ( N / A ) or
eplan.mcidirecthire.com