Description du poste
Key Responsibilities - Contact warm and cold leads to generate quotes and convert them into active policies. - Conduct needs analysis to recommend suitable short‑term insurance products. - Achieve daily, weekly, and monthly sales targets (quotes, conversions, premium growth). - Upsell and cross‑sell additional cover where appropriate. - Provide professional, accurate, and ethical insurance advice. - Explain policy benefits, exclusions, underwriting requirements, and premium structures. - Handle client queries, objections, and follow‑ups to ensure high conversion and retention. - Maintain strong customer relationships and ensure first‑call resolution. - Adhere to FAIS Fit & Proper requirements, TCF principles, POPIA, and company policies. - Follow scripting, disclosure requirements, and compliance guidelines during all calls. - Ensure accurate capturing of client information and policy details. - Participate in compliance audits and quality assurance reviews. - Update CRM systems with call notes, pipeline status, and policy information. - Work closely with underwriting, claims, and retention teams. - Attend training sessions to maintain up‑to‑date product knowledge. - Submit daily/weekly performance reports.