Insurance Telesales Agent
Commercial Bank
Job Category: Agents
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