Cross Sell Operations Jnr Administrator (6 months FTC) at Sanlam Group

What will you do?

• Policy Retentions 
• Administration(administering of requests from advisors/clients)

Lead Generation

• Conduct on-going market research (cold-calling, use of third parties, existing clients) for the development and establishment of the Company X Leads database.
• Generate sales leads by updating and informing customers and clients of our product offering. Ensure the creation of a pipeline of qualified leads for the organisation
• Monitor, manage and track leads 
• Provide monthly reports on the leads conversion rates and funnel status
• Report and Measure reliable indicators for to justify continued investment by the company
• Actively promote Company X’s suite of solutions, products and services to network of prospects and partners
• Maintain in-depth knowledge of industry trends and the competitors

Multi-channel  lead management

• Develop multi-channel programmes to reach prospects, based on the client information, research and preference.
• Ensure the diversity of multi-channels (web, sms, brochures, email, social networking, telemarketing, events, showcases and direct mail)
• Monitor and evaluate the effectiveness of the programmes
• Diligently and creatively differentiate Company X’s value proposition with prospects

Inbound services

• Ensure all inbound prospect enquiries from Company X Website, Referrals, branches, and telephone calls are dealt with effectively by team.
• Ensure that all live transfer leads and organic leads which have a high conversion rate are promptly attended to.

Database management

• Source, design or develop an appropriate database for the management of leads
• Create guidelines and criteria for the segmentation and profiling of clients aligned to the Company X Strategy.
• Timely refer “hot leads” to correct channels in the organisation
• Provide monthly reports as required
• Ensure current and accurate information on all databases.
• Conduct Database audits

What will make you successful in this role?

Qualifications and Skills

• Matric
• RE5 Qualification is an Advantage
• Business Insight
• Customer Relationship Management
• Computer Literacy
• Planning & organising 
• Time management
• Influencing and Negotiation  
• Problem solving
• Decision-making
• Communication skills
• Report Writing
• Presentation
• High level accuracy and detail orientation
• Networking
• Conflict Management
• Process and systems competence
• Data mining and analysis
• Organizational Awareness

Experience & Knowledge

• At least 2 years’ experience in insurance client service or sales 
• Proven Telesales experience (minimum of 6 months)
• 1 year cold calling experience is required.
• Computer literacy in Outlook , MS Word and Excel is essential.
• Life Insurance Product knowledge 
• Knowledge of PPR Legislation(advantageous) 
• Legal requirements of the insurance industry
• All insurance products and services offered by the company

Personal Attributes

• Analysing and Problem Solving
• Confident and well spoken.
• Written Communication
• Adapting and responding to change
• Ability to work in a high-pressure environment.
• Coping with setbacks
• Teamwork 
• Client Service & Sales Orientation
• Proactivity
• Accuracy
• Driving Results
• Ability to influence client decision – strong negotiation skills. 
• Great business acumen 
• Adhering to principles and values
• High energy and discipline
• Multi-lingual
• High energy and discipline.

Core Competencies

• Being resilient - Contributing dependently
• Customer focus - Contributing dependently
• Collaborates - Contributing dependently
• Cultivates innovation - Contributing dependently
• Drives results - Contributing dependently