Call Agent
Job Purpose
To design and implement customer retention strategies to increase loyalty and retain business on short and long term insurance products.
Job Responsibilities
- Analyse customer feedback, negotiate with customers, implement retention strategies.
- Deliver and achieve all daily, weekly and monthly retention/sales opportunities by following business unit sales strategy.
- Ensure technical, company standards and practices are met by vetting the accuracy and quality of applications and security documentation within retention/sales portfolio.
- Deliver agreed results through input to client financial analysis.
- Market financial products to new and existing clients and stakeholders through the identification of client needs and by matching product to the need.
- Educate clients on the product offering by presenting them with the relevant information.
- Ensure retention of clients full banking relationship through client service and client contact.
- Plan and implement effective prospecting activities by identifying and responding to business opportunities.
- Ensure all client details are correct by capturing details correctly at application stage.
- Reduce fraudulent transactions by reporting suspicious transactions to the relevant department.
- Finalise client transactions by ensuring client signature for final product is accepted.
- Ensure effective administration and controls portfolio by checking securities and complying with FICA & FAIS requirements.
- Meet requirements of product applications by providing all required documentation.
- Bank queries and Bank Codes.
- Resolve client queries by following business procedure and keeping client informed.
- Act as client’s banking partner by taking responsibility for providing regular feedback.
Essential Qualifications – NQF Level
- Matric / Grade 12 / National Senior Certificate
Essential Certifications
- RE 5 Certificate
- 120 FAIS Credits
Minimum Experience Level
- 2 years’ long-term and short-term sales experience in insurance.
- 2 years’ retention experience.
Technical / Professional Knowledge
- Administrative procedures and systems
- Relevant regulatory knowledge
- Relevant software and systems knowledge
- Business writing skills
- Banking knowledge
- Banking procedures
- Cluster Specific Operational Knowledge
- Business principles
- Business terms and definitions
- Governance, Risk and Controls
Behavioural Competencies
- Building Customer Loyalty
- Communication
- Technical/Professional Knowledge and Skills
- Managing Work
- Adaptability
- Quality Orientation
All the best with your applications