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Job Description:
Are you passionate about providing exceptional client service and supporting sales efforts? We are seeking a Client Services and Sales Support Specialist to deliver professional first-line support to our valued clients and assist our sales team in achieving their goals. If youre dedicated, detail-oriented, and customer-focused, we want to hear from you.
Key Responsibilities:
1. Client Services:
Adhere to client service procedures, including handling maturities, policy contracts, loan applications, cancellations, amendments, financial and general inquiries.Update client personal details and maintain accurate AIMS notes.Provide clients with correct and accurate advice on our products and services (Treating Customers Fairly - TCF).Inform clients about changes to their policies, ensuring compliance with TCF principles.Collaborate with relevant departments to resolve client queries.Maintain the required business retention rate.Address and handle all client complaints and inquiries.Escalate complaints to the Office Manager and Complaints Handling Officer.Follow the prescribed complaints procedure.Handle incoming calls and assist walk-in clients.
2. Claims Administration:
Verify claims documents following standard procedures.Assist clients in completing claim forms.Submit all received claims to Head Office.Submit any outstanding documentation as requested by Head Office.Keep the claims register up to date.
3. Client Cancellations:
Advise clients on the cancellation process and the potential disadvantages.Retain policies by proposing alternative options, such as loans or partial surrender paid-ups.Inform the relevant Sales Manager of the intended cancellation for retention purposes.Follow the standard cancellation procedure upon the clients request.
4. Demutualization Process Administration:
Capture client information accurately.Inform clients of the status of their shares.Update client information in the AIMS systems.Register and forward relevant documentation to Head Office.
5. Office Administration:
Manage mail and fax communications.Prepare statistical reports as required.Assist with data capturing when necessary.Encourage clients to complete satisfaction surveys.
6. Fit and Proper Requirements:
Adhere and comply with FSB board notices in terms of FAIS.Maintain proper documentation and filing procedures.Keep record systems up to date.Ensure the proper filing and retention of docume...
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8xMjEwNjc3NjgyP3NvdXJjZT1ndW10cmVl&jid=1745517&xid=1210677682
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Durban - Do you love being out and about, meeting new people? Do you want to write your own cheque on a monthly basis? Are you fantastic at convincing and does your negotiation skills know no bounds?Minimum requirements:Ms OfficeMatricDiploma in Slaes Management or similar field3+ year slaes experience1 + year client servcies experienceOwn reliable vehicle and valid driver license.Duties:Create, negotiate, and close on sales opportunities to drive overall company revenue growth via phone,•• • • • •• • ••• • • • •• • •Are there any specific skills and attributes required?Entrepreneurial mind-set (must be able to work independently);Exceptional Interpersonal skills and ability to network;An established network of clients and ability to prospect for new business;Innovative in finding new ways to market and obtain clients;Unrivalled sales ability;Ability to apply tenacity;Effective planning, organising and time management skills;Take a look at the what the requirements for this amazing job isComputer literate with knowledge in Excel, Word and MS Suite;Grade 12;Diploma in Sales Management or similar field;3 years+ Sales experience;1 years+ Client Services experience;Own reliable vehicle and valid driver’s license.DutiesCreate, negotiabe and close on sales opportunities to drive overall company revenue growth via phone, vidoe conference and in person meetingsDesign and do presentations to all prospective sources of clients in order to source new prospective clients;Collaborate with quoting, operations, quality and sales management to maximize revenue;Create forecasts, target customers, and customer growth plans;Clearly define sales goals along with a strong commitment to their execution;Create your own schedule for sales calls and the ability to work independently;Assist in company marketing efforts – direct sales programs, digital marketing campaigns;Build new customer relationships and the ability to turn cold calls into face-to-face meetings;Support our culture of continuous improvement by managing projects in a matter that advances ourcompany’s ability to meet our strategic goals;Prospect and source new viable business deals in all business sectors for all the various lending products in theregion;Assist prospective clients to complete the on-line application form;Ensure that applicants provide all the information required in order to process a loan application;Do after-care visits on all clients in order to ensure that they are on track and progressing well;Follow-up on clients who pay late or are in arrears;Design and implement promotional events in order to ensure good public relations and to source newbusiness;Submit a daily Sales Call Report to Head Office;Submit a monthly Sales Report to Head Office indicating sales calls made and deals approved and disbursed;Perform any other tasks as requested by Executive Management
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xMjY2XzUyMDgyX180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1196507&xid=1266_52082
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