24 Oct
Oneplan Underwriting Managers
Sandton
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.
Functional Competencies
- Literacy – Have excellent reading, writing and interpersonal skills
- Pc Literacy – In-depth knowledge of Word, excel, email and Internet
- Ability to respond according to TAT
- Client Relationship Management
- Maximise Service Performance
- Objection handling
- Build & Develop Client Centric Capabilities
- Deliver on Client Expectations
- Knowledge Sharing
- Driving Excellence through Client Experience
- Negotiation skills
Essential
- Evaluating Problems
- Investigate Issues
- Problem Solving
- Building Relationships
- Communicating Information
- Showing Resilience
- Adjusting to Change
- Giving Support
- Processing Details
- Prioritise Client Experience
Behaviors
- Energy
- Passion
- Respect for others
- Honest and Fair
- Positive Attitude
- Client Focus
- Tenacity
- Achieves Results