Insurance Telesales Agent

Summary of role

Provide excellent customer service by handling outbound calling interactions in a professional manner to promote and sell insurance products to customers

Key Accountabilities

• Take and process orders in an accurate manner
• Handle grievances as required
• Go the “extra mile” to meet sales quota and facilitate future sales
• Keep records of calls and sales and note useful information
• Generating and qualifying leads from cold calling
• Managing, tracking and following up on leads by calling them
• Meeting monthly and quarterly sales goals in accordance with goals
• Creating and updating activity reports
• Handle queries and complaints to ensure quality of resolution within TAT.
• Perform cross sell, digital migration or other initiatives as required
• Seek and promote feedback from customers via CSAT or survey for quality improvements.
• Immediately escalate potential risk issues or customer dissatisfaction to Team Leaders.
• Providing accurate and complete information to customers
• Prepare and pass on in a timely manner all documentation relevant to the call for action by the unit/concerned department.

Key Requirements and Interactions

Requirements

• Proven experience as telesales representative or other sales/customer service role
• Proven track record of successfully meeting sales quota preferably over the phone
• Good knowledge of relevant computer programs and telephone systems
• Ability to learn about products and services and describe/explain them to prospects
• Excellent communication and interpersonal skills
• Cool-tempered and able to handle rejection
• Outstanding negotiation skills with the ability to resolve issues and address complaints

Internal

• Other functions within Customer Contact Centre, Branches, other departments in CBIS and CB

External

• Customers

Education

Bachelor degree or equivalent

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