Jobs at Oneplan Underwriting Managers (Pty) Ltd

Main purpose of the Job:

• This role will only require you to work with warm leads and gives you the opportunity to write your own uncapped paycheck

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

Job 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 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.

Functional Competencies

• Literacy – Have excellent reading, writing and interpersonal skills
• Pc Literacy – In-depth knowledge of Word, excel, email and Internet
• Ability to respond according to TAT
• Client Relationship Management
• Maximise Service Performance
• Objection handling
• Build & Develop Client Centric Capabilities
• Deliver on Client Expectations
• Knowledge Sharing
• Driving Excellence through Client Experience
• Negotiation skills

Essential

• Evaluating Problems
• Investigate Issues
• Problem Solving
• Building Relationships
• Communicating Information
• Showing Resilience
• Adjusting to Change
• Giving Support
• Processing Details
• Prioritise Client Experience

Behaviors

• Energy
• Passion
• Respect for others
• Honest and Fair
• Positive Attitude
• Client Focus
• Tenacity
• Achieves Results

go to method of application »

Main purpose of the job

• This role will only require you to work with warm leads and gives you the opportunity to write your own uncapped pay check

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 

Job 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

Functional Competencies

• Literacy – Have excellent reading, writing and interpersonal skills
• Pc Literacy – In-depth knowledge of Word, excel, email and Internet 
• Ability to respond according to TAT
• Client Relationship Management
• Maximise Service Performance
• Query Resolution
• Build & Develop Client Centric Capabilities
• Deliver on Client Expectations
• Knowledge Sharing
• Driving Excellence through Client Experience

Essential

• Evaluating Problems
• Investigate Issues
• Problem Solving
• Building Relationships
• Communicating Information
• Showing Resilience
• Adjusting to Change
• Giving Support
• Processing Details
• Structuring Tasks
• Driving Success
• Prioritise Client Experience

Behaviors

• Energy       
• Passion     
• Respect for others
• Honest and Fair
• Positive Attitude
• Client Focus
• Tenacity     
• Achieves Results    

go to method of application »

Main purpose of the job

• To ensure the best possible experience for our customers by providing support to clients through omni-channel platforms by offering a great digital client experience.

Client Engagement

• Maximizes on client service operational performance through providing efficient first call resolution to client service issues.
• Improve client service experience, create engaged clients, and facilitate organic growth
• Manages tasks allocated through omni-channel platforms, which deals directly with clients and is the first point of contact.
• Participate in the communication with clients via omni-channel including telephone, mail, email, messaging app, and social media.
• Handle complex and escalated client service issues
• Leverage deep functional expertise in order to expand the client’s use of existing products and to identify new products offerings
• Build/maintain rapid channel of communication to client in case of service-related issues and events
• Represent the “Voice of the Customer”
• Create a culture of Customer/Client Centricity
• Ensure adherence to standard operating procedures in all engagements.
• Ensure invoices have been captured and attached for any claims-related queries.
• Identify client needs and actively find solutions that will assist the client in having the best possible client experience.
• Educate clients on product offering and use methods that allow the business to resolve the queries as a first call resolution.
• Ensure follow up and follow through on all client queries
• Escalate queries, in line with standard operating procedures and ensure escalated queries have been addressed timeously.
• Identify any potential errors or obstacles that may arise which might impact client experience, and ensure this has been addressed and highlighted to Team Leader.
• Demonstrate the Oneplan Values and Culture in all engagements with both clients and internal stakeholders.
• Leverage team success to drive all initiatives and experiences with clients.
• Display leadership through your actions by accepting responsibility for daily deliverables and ensuring turnaround times are achieved.
• Maintain forward thinking and proactiveness by taking ownership of every interaction with the client and managing the clients queries from end-to-end to ensure a world class client service experience.
• Support cross functional work areas targeted to resolve issues raised by clients.
• Proactively gather client feedback to optimise client experience
• Drive digital omni-channel strategy, through improving the client’s digital experience.
• Escalate unresolved issues to the appropriate internal teams

Quality, Consistency and Compliance

• Deliver quality service by providing efficient, quick, and friendly service to clients within agreed SLA.
• Respond to clients' issues timeously and swiftly, within escalation parameters to ensure consistency.
• Ensure adherence to standard operating procedures and demonstrate exceptional product knowledge in client engagements.
• Ensure adherence to all relevant legislation and regulations as set out by the Company, Regulatory Board and the Financial Services industry.

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

Job 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 of 3 – 5 years customer service and industry specific experience

Functional Competencies

• Literacy – Have excellent reading, writing and interpersonal skills
• Pc Literacy – In-depth knowledge of Word, excel, email and Internet 
• Ability to respond according to TAT
• Client Relationship Management
• Maximise Service Performance
• Query Resolution
• Build & Develop Client Centric Capabilities
• Deliver on Client Expectations
• Knowledge Sharing
• Driving Excellence through Client Experience

Essential

• Evaluating Problems
• Investigate Issues
• Problem Solving
• Building Relationships
• Communicating Information
• Showing Resilience
• Adjusting to Change
• Giving Support
• Processing Details
• Structuring Tasks
• Driving Success
• Prioritise Client Experience

Behaviors

• Energy       
• Passion     
• Respect for others
• Honest and Fair
• Positive Attitude
• Client Focus
• Tenacity     
• Achieves Results

go to method of application »

Job Description

• As a Quality Assurance Specialist you will monitor the effectiveness and quality of outgoing calls and emails to ensure compliance with the company's quality systems and offer daily feedback via verbal & written communication.

Evaluating Call Quality 

• Assist operations in tracking, documenting, and reporting on quality levels
• Analyse and investigate calls to ensure resolution in accordance with company guidelines and external regulatory requirements
• Develop or update company procedures to ensure capture, investigation, and proper documentation of complaints
• Monitor risk-management procedures, and maintain problem logs for identifying and reporting issues to management and product development
• Provide training and support to quality assurance team that includes systems, policies, procedures, and core processes
• Interpret, build upon, and comply with company quality assurance standards
• Carefully maintain complaint and nonconformance processing through records and tracking systems, including root cause and corrective actions
• Document quality assurance activities with internal reporting and audits
• Participate in the design of the call monitoring framework, quality standards and the associated checklists.
• Conduct audits ensuring compliance with performance standards and outcomes (e.g. quality, compliance of process and accuracy)
• Create reports on performance results (individual and team level) to provide to management for the development and action plans for agents.
• Prepare and analyse quality reports for management staff review.
• Provide feedback and input into enhancements of processes, training and systems based on trends.
• If required, assist with the coaching of agents based on findings.
• If required, may answer phone calls, respond to written inquiries, and handle “escalated” issues in support of work performed by agent.

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 organisation
• 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 

Job Requirements
Minimum Academic, Professional Qualifications & Experience required for this position

• Grade 12 with English and Afrikaans language
• Fluent in Afrikaans (spoken and written)
• Relevant qualification will be advantageous
• 1 – 2 years’ experience in a Quality Assurance environment or Call Centre Sales environment preferred 
• FAIS Regulatory examination for Representatives (RE5) and (RE1) for Key Individual

Functioal Competencies

• Excellent listening and administrative skills
• Proficient in the use of MS Office
• Ability to assess calls and provide insight and value-added feedback to management
• Ability to understand SOP’S and ensure adherence to internal processes at all times
• Knowledge of QA metrics, Variance reports and calibration sessions
• Accuracy and attention to detail
• Ability to meet deadlines

Essential

• Evaluating problems
• Investigate Issues
• Building Relationships
• Communicating Information
• Showing Resilience
• Adjusting to change
• Giving Support
• Processing Details
• Structuring Tasks
• Execution and Results
• Customer centered
• Planning and Improvement
• Ethics and Compliance
• Adaptability

Behaviours

• Energy       
• Passion     
• Respect for others
• Honest and Fair
• Creativity   
• Positive Attitude     
• Courage     
• Tenacity     
• Achieves Results    

go to method of application »

Main purpose of the job

• To ensure the best possible experience for our customers by providing support to clients through omni-channel platforms by offering a great digital client experience.

Client Engagement

• Maximizes on client service operational performance through providing efficient first call resolution to client service issues.
• Improve client service experience, create engaged clients, and facilitate organic growth
• Manages tasks allocated through omni-channel platforms, which deals directly with clients and is the first point of contact.
• Participate in the communication with clients via omni-channel including telephone, mail, email, messaging app, and social media.
• Handle complex and escalated client service issues
• Leverage deep functional expertise in order to expand the client’s use of existing products and to identify new products offerings
• Build/maintain rapid channel of communication to client in case of service-related issues and events
• Represent the “Voice of the Customer”
• Create a culture of Customer/Client Centricity
• Ensure adherence to standard operating procedures in all engagements.
• Ensure invoices have been captured and attached for any claims-related queries.
• Identify client needs and actively find solutions that will assist the client in having the best possible client experience.
• Educate clients on product offering and use methods that allow the business to resolve the queries as a first call resolution.
• Ensure follow up and follow through on all client queries
• Escalate queries, in line with standard operating procedures and ensure escalated queries have been addressed timeously.
• Identify any potential errors or obstacles that may arise which might impact client experience, and ensure this has been addressed and highlighted to Team Leader.
• Demonstrate the Oneplan Values and Culture in all engagements with both clients and internal stakeholders.
• Leverage team success to drive all initiatives and experiences with clients.
• Display leadership through your actions by accepting responsibility for daily deliverables and ensuring turnaround times are achieved.
• Maintain forward thinking and proactiveness by taking ownership of every interaction with the client and managing the clients queries from end-to-end to ensure a world class client service experience.
• Support cross functional work areas targeted to resolve issues raised by clients.
• Proactively gather client feedback to optimise client experience
• Drive digital omni-channel strategy, through improving the client’s digital experience.
• Escalate unresolved issues to the appropriate internal teams

Quality, Consistency and Compliance

• Deliver quality service by providing efficient, quick, and friendly service to clients within agreed SLA.
• Respond to clients' issues timeously and swiftly, within escalation parameters to ensure consistency.
• Ensure adherence to standard operating procedures and demonstrate exceptional product knowledge in client engagements.
• Ensure adherence to all relevant legislation and regulations as set out by the Company, Regulatory Board and the Financial Services industry.

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

Job Requirements
Minimum Academic, Professional Qualifications & Experience required for this position

• Grade 12 with English and Afrikaans
• Fluent in Afrikaans (spoken and written)
• Undergraduate/Postgraduate qualification in related field advantageous
• Minimum of 3 – 5 years customer service and industry specific experience

Functional Competencies

• Literacy – Have excellent reading, writing and interpersonal skills
• Pc Literacy – In-depth knowledge of Word, excel, email and Internet 
• Ability to respond according to TAT
• Client Relationship Management
• Maximise Service Performance
• Query Resolution
• Build & Develop Client Centric Capabilities
• Deliver on Client Expectations
• Knowledge Sharing
• Driving Excellence through Client Experience

Essential

• Evaluating Problems
• Investigate Issues
• Problem Solving
• Building Relationships
• Communicating Information
• Showing Resilience
• Adjusting to Change
• Giving Support
• Processing Details
• Structuring Tasks
• Driving Success
• Prioritise Client Experience

Behaviors

• Energy       
• Passion     
• Respect for others
• Honest and Fair
• Positive Attitude
• Client Focus
• Tenacity     
• Achieves Results