Call Centre Agent

Location: Sandton, Gauteng, ZA
Job Type Classification: Permanent
Closing Date: Not Specified
Salary: market related

# What Will Make You Successful in the Short-Term Insurance Sales Role

To excel in this role, you’ll need a blend of strong interpersonal skills, product expertise, and a customer-centric approach to effectively market and sell short-term insurance products to clients and intermediaries. Below are the key factors that will drive your success:

## Key Responsibilities
– Engage with clients through telephonic or face-to-face interactions, delivering exceptional service.
– Operate efficiently within an inbound call center environment, handling queries and providing solutions.
– Maintain in-depth knowledge of insurance products, ensuring accurate and compliant information is shared in line with the Financial Advisory and Intermediary Services Act (FAIS Act).
– Manage administrative tasks, including processing policies, endorsements, quotations, and supporting documentation.
– Resolve verbal and written client queries promptly and professionally.
– Uphold a high standard of customer service through excellent phone etiquette, clear written communication, and professional verbal interactions.
– Provide ad hoc support to management and the sales team as needed.

## Qualifications & Experience
– Minimum Matric or equivalent qualification.
– FAIS Accreditation and RE1 certification (required if previously employed in the financial industry).
– At least 3 years of experience in a call center environment.

## Skills
– Proficient in Microsoft Office (Excel, Word, Outlook).
– Strong interpersonal skills to build rapport with clients and intermediaries.
– Excellent written and telephonic communication abilities.
– Fluent command of the English language.
– Service-oriented mindset with a focus on client satisfaction.
– High attention to detail to ensure accuracy in documentation and client interactions.
– Ability to thrive under pressure in a fast-paced environment.
– Outbound call experience is advantageous.

## Knowledge
– Deep understanding of client service principles to deliver exceptional experiences.
– Strong problem-solving and decision-making skills to address client needs effectively.
– Resilience to handle challenging situations and maintain professionalism.
– Ability to manage, gather, and process information efficiently.
– Confident oral communication to convey product details clearly and persuasively.

## What Sets You Apart
Success in this role hinges on your ability to combine technical knowledge with a passion for customer service. Being proactive, adaptable, and detail-oriented will enable you to meet client expectations, comply with regulatory standards, and contribute to team goals. Your resilience and ability to handle information effectively will ensure you thrive in a dynamic call center environment, while your commitment to clear communication and service excellence will build trust with clients and intermediaries.

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