Insurance Operations Consultant (Shona)

Mukuru • Other • Cape Town, Western Cape, South Africa • $300 - $400 / year • 3d ago

We are looking for a driven and customer-focused Insurance Operations Consultant to join our team. In this role, you will be responsible for selling insurance products, growing the insurance user base, and providing exceptional ongoing customer service and back-office support. Reporting directly to the Insurance Team Leader , you will engage with both new and existing clients, as well as those who have previously churned, ensuring that all sales are in compliance with regulatory requirements.

Your responsibilities will include updating policies, resolving payment issues, processing claims, and providing vital support to the contact center. You'll be working closely with internal teams and liaising with external clients to ensure a smooth and efficient customer experience.

Duties and Responsibilities (Include but are not limited to):

Assist customers with taking out insurance policies:
- Contact clients to make a sale
- Follow the standardized sales process (i.e. the script)
- Ensure disclosures are read
- Confirm client details on the system
- Confirm date of birth and address
- Capture all required information about the spouse/family to be covered
- Capture all required information about the beneficiary
- Inform customers to update any outstanding information at a later stage
- Explain options for the payout
Update the applicable systems with sales/customer details:
- Save all calls on ICFX
- Update the call log into the system
- Ensure the spreadsheet is updated after each call
Explain the cost and payment process for the relevant insurance policy option:
- Ensure the customer understands different payment options for different covers
- Explain that payments can be made up until the 15th of the month
- Explain that payment can only be made for certain amounts and therefore may need to be made bimonthly or biannually
- Explain the SMS messages that the customers will receive
Manage own professional and self-development:
- Monitor and manage own targets
- Attend monthly and bi-annual KPI meetings with Head of Wallet and VAS
- Attend all required training courses for new products
- Listen to recorded calls of other Insurance Consultants and provide coaching and constructive feedback once a week
- Attend weekly team strategy meetings