and follow up with phone calls to set up meetings or arrange virtual calls.
Duties:
Call clients to understand their insurance needs and financial goals.
Required:
Minimum of 2 years Call Centre sales experience.
Matric (Grade 12) Essential
requirements
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up a minimum of 5 active lead referral agents
reports Requirements: 1 year of Client Service/Call Centre Experience Diploma/Degree in the Financial Services towards achieving client retention, PDA collection, admin fee collection, query resolution turnaround times
reports Requirements: 1 year of Client Service/Call Centre Experience Diploma/Degree in the Financial Services towards achieving client retention, PDA collection, admin fee collection, query resolution turnaround times
market and margin control Build up and maintain agent and supplier relationships Source new products Develop to secure more business through existing and new agents Work closely with the team to achieve goals Operations processing Assist debtor's clerk with invoicing / collection queries. Reconcile tour guide expense sheets
market and margin control Build up and maintain agent and supplier relationships Source new products Develop to secure more business through existing and new agents Work closely with the team to achieve goals Operations processing Assist debtor's clerk with invoicing / collection queries. Reconcile tour guide expense sheets
Reference: NPr000960-SDU-1 Calling all Financial accountants in Cape Town Duties : Prepare invoicing project profitability Capture payments received and collect Oversee applying for credit limit for each client/