Leads Consultant at AON October, 2023

What the day will look like;

• Distribute leads to the correct team via completion of client contact details, qualifying criteria, previous insurance and loss history, credit profile and basic needs analysis;
• Transfer prospect to appropriate team for continuation of sales process;
• Ensure correct marketing channel, campaign and source data is captured for marketing analytics purposes;
• Ensure correct product offered aligned to client needs analysis;
• Manage and achieve the lead to sales conversion;
• Support and actively participate and contribute towards team initiatives and any new branch strategies;
• Support fellow colleagues wherever possible and assist in fluctuating workloads;
• General administrative duties which also include lunch time duties and assisting when other staff members are absent due to sickness or are on leave;
• Plans and prioritises time and work in order to provide an efficient service
• Keep up with market trends within the insurance industry and be aware of competitor’s products;
• Ensure that minimum operating standards as laid down by the division are adhered to

Skills and experience that will lead to success:

Qualifications;

• A minimum of Grade 12 or equivalent
• Preferably have passed the RE exam
• Must be registered as a representative with the FSCA in terms of the FAIS Act

Knowledge;

• General knowledge and understanding of personal insurance.
• Be computer literate with knowledge of windows based products and ability to utilize in-house programs.

Skills and Attributes;

• Ability to communicate effectively with good written and spoken communication skills.
• Good interpersonal and time management skills
• Must be reliable, self-motivated and have composure when dealing with demanding clients.

Experience;

• Preferably have experience in personal lines underwriting
• Have a high work ethic
• Be a team player and take responsibility for own development initiatives