Job purpose:
To sell insurance directly to customers through outbound calling and inbound calls. Utilising leads from within the HomeLet or Let Alliance business to sell insurance policies and retain business, meeting or potentially exceeding sales targets.
To HELP:
1. Be Honest
2. Show Empathy
3. Always Listen
4. Solve Problems
HELPING our customer is the core of our business.
Key Responsibilities:
1. To build relationships with our customers and solve problems with our products and services.
2. Meet individual/exceed targets and assist in meeting targets set for team and business unit.
3. Outbound call on leads provided from agents and other areas of the business.
4. To retain or generate additional income for the business at all possible opportunities to help support the growth of our back book – this includes but is not limited to renewing policies and saving business from cancelling.
5. Approach each day as a fresh challenge and with an enthusiasm to deliver.
6. Work using script/call guide.
7. To take ownership and responsibility of your workload and performance.
8. To take ownership of keeping up to date with the newest offers available for our customers and the savings that can be made as a HomeLet/Let Alliance customer.
9. To achieve or exceed target on all quality assessments.
10. Work closely with all departments to deliver exceptional service.
11. To give feedback to our Customer Development Team.
12. Input accurate data into all necessary logs, trackers, and databases to accurately record information and provide adequate MI and audit trails.
13. To report to Team Leader any problems encountered or to a supervisor in absence of a Team Leader.
14. To identify and make recommendations for improvements to current working practices as required.
15. Prepare for monthly performance reviews, annual performance, and development appraisals.
16. Attend and participate at your team meeting.
17. To carry out any other tasks as directed by Team Leaders or Manager.
REF-219 004
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