Team Leader: Personal Lines Telesales

Job Purpose: To effectively manage, monitor, supervise and motivate a team of Personal Risk Advisors, in an outbound Call Centre, towards achievement of department strategies and goals.

Job Outputs: Achieve sales budget in terms of units and premiumTimeous recruitment of advisorsEnsuring a full complement of Advisors in order to reach business objectives
Retention of key employees
Manage disciplinary processes in terms of conduct and performance, as per SOP
Maintain employee supervision filesEnsure all amendments on the FSCA register are actioned timeouslyEnsure all consultants comply with legislative requirementsEnsure sufficient coaching and training sessions are conductedEnsure CPD, COB as well as any other mandatory training is conductedEnsure all training records are completed and filedSubmission of daily, weekly and monthly reportsMonitor systems to operational effectiveness and advise applicable role players if any intervention is requiredIdentify, document and submit potential compliance vulnerability and risk areasImplement corrective action plans for compliance risk areas
Ensuring schedule adherence by managing leave and working times
Ensure corrective actions based on internal and external audit findings are implemented
Manage insurer referrals and out of mandate actionsTeam motivation and meetings, including one-on-one, performance and probationary discussionsCompiling of commission sheets for the teamLeads management and reportingManagement of all daily sales activities
Qualifications: Matric/Grade 12RE 5 certificate (essential)RE 1 (advantageous)FSCA recognized qualification - NQF level 4 (essential)Experience: Minimum 2 years supervisory outbound Contact Centre Telesales experienceMinimum 3-4 years Short-term insurance operational experienceKnowledge and Skills: Report writingRisk ManagementAttention to detailUp to date knowledge of regulatory landscape within the financial sectorDrafting of policies and SOPsWritten skillsOverseeing and implementing regulatory changesCommunication skillsPresentation skillsPeople Management skillsCoping under pressureConflict handling skillsProblem solving skillsData analytical skills
Microsoft office (excel, powerpoint, word, outlook)
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