Branch Consultant wanted Asap: APPLY HERE
PURPOSE OF THE JOB:
To provide customers with excellent service by understanding their needs, identify cross sell solutions and develop enduring and rewarding relationships.
CRITERIA
Matric
Post Matric Qualification
RE (added Advantage)
2 years branch consultant experience
Self motivated and the ability to work without supervision
Ability to work under pressure
Strong interpersonal and communication skills
Ability to solve problems and decision making
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Sales:
To effectively sell life assurance products at branch level
To use appropriate interpersonal styles and communication methods to gain acceptance of Hollard’s products from walk in prospects
To 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
To 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.
Customer Service:
To service all walk in customer’s end to end and ensure customer satisfaction
Action all customer requests and retain existing customer by identifying cross sell and upsell opportunities
Consultants to assist clients face to face with end to end policy administration
Updating and changing data relating to each policy on CRM system (MIP)
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).
Ensure that the targets are met.
To resolve all incoming queries effectively and efficiently thus ensuring customer satisfaction.
Assist in identifying the areas of concern to improve the branch’s and department’s productivity and attainment to plan.
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 on MIP, contact the clients, update notes and activate the changes and update the spread sheet
Data Capture new business for various portfolios on MIP and check all information to ensure accuracy
Conduct internal QA checks on captured work and spot checks on printed email
Contact clients on incomplete new business and records daily stats.
Full knowledge, understanding and ability to accurately, scan, index and allocate mail on workflow within SLA time
Adhere to all CCT processes and procedures
Attend to parked items on workflow
Job Type: Full-time
Experience:
branch consultant: 2 years (Preferred). Apply Now
Source: Jobs365
