Job Openings at Oneplan Underwriting Managers (Pty) Ltd

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 

Requirements

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 years 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

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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.