DEPARTMENT

Sales (STI)

POSITION

Quoting Agent-Short Term Insurance

REPORTS TO

Team Leader

PURPOSE OF THE JOB

To obtain data from clients to inform the preparation of short term insurance quotations

MINIMUM QUALIFICATIONS

AND EXPERIENCE

  • Matric / Grade 12 or equivalent
  • 6 months contact centre sales experience
  • Insurance industry experience advantageous
  • English (Second Language Advantageous)
  • Must be able to work on Microsoft Office including Word, Excel and Outlook (Basic)

JOB RESPONSIBILITIES

  • Convince potential clients to answer questions telephonically for an insurance quotation
  • Achieve predefined quotation targets
  • Ensure that all quotations are in line with financial services compliance standards
  • Ensure that call quality standards are maintained
  • Accurately capture data provided by clients
  • Professionally transfer clients through to qualified financial advisors in line with required standards

SKILLS AND COMPETENCIES

  • Excellent objection handling skills
  • Strong verbal communication ability (English)
  • Good listening skills
  • Ability to build rapport
  • Highly resilient
  • Self-motivated and results orientated
  • Solutions orientated
  • Compliance
  • High quality orientation
  • Attention to detail
  • Have good organisational and time management skills
  • Highly professional and takes ownership

WORKING HOURS

Flexible dependent on operational requirements of the business.

ADDITIONAL NOTES AND SPECIFICATIONS

Some Saturday morning work required.

Potential to work from home.