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- Sales and Customer Service Agent
ILA is looking for a dynamic Sales and Customer Service Agent who will be required to promote the Sales of Life and Pension Products and contribute to the growth of client database.
Main Responsibilities:
• Perform sales of new life and pension policies
• Acquire and master knowledge of ILA products to present to its customers
• Provide information on our insurance products to our customers and other potential market/s
• Assist customers in filling proposal forms and decision making on their insurance needs
• Contact individual clients and attend to their queries through social media, website, networking, cold call and prospective visits
• Make calls to given list of customers for surveys, reinvestments, upselling and cross selling purposes
• Record all information on prospective clients and provide weekly reports on visits
• Collect all KYC documents and other requested documents from clients
• Keep CRM database updated and show timeline with possible leads
• Analyse figures on a monthly basis and make report on the difference (high or low)
• Carry out market survey to obtain information on new products, pricing and competition level
• Record a log on details of complaints and confirm once they have been resolved with a sign-off date
Candidate Profile:
• Holder of HSC/Bac
• Proficiency in MS Office Tools
• Experience in Customer services & Tele sales would be an advantage
• Organized and detail-oriented
• Excellent verbal and written communication