Leads Co-Ordinator: Distribution Prospecting Unit (PG8)

Job Details Overview

City: Bellville
Job Category: Insurance
Position Type: Permanent
Division: Sanlam
Business Unit: Sanlam Personal Finance
Education Required: Matric / Grade 12

Position Details
Sanlam Personal Finance provides clients in the entry, middle, affluent and self-employed markets in South Africa with a comprehensive range of financial service solutions to facilitate their long term wealth creation, protection and niche financing needs

Key Responsibilities

Facilitate the distribution of leads to SPF distribution
Monitor, govern and report on the take up and response to distributed leads within the business
Systems problem resolution and enhancements
Constantly monitor and evaluate the performance of existing leads systems/programs and find better/quicker/smarter functionalities that could be changed for better performance
Training and leads support activities
Leads queries, investigations and complaints
Ad-hoc administration
Minimum Requirements

1. Qualifications:

Matric
2. Experiencen and Knowledge:

Experience and knowledge DPU processes and systems
1 year call centre experience
Processing experience
Knowledge of MS Office (Excel, Word, PowerPoint)
Knowledge of quality processes
Financial services knowledge
Competencies

Managing work
Building and maintaining relationships
Communication
Team success
Results driven
Concern for accuracy
Problem solving
Gaining commitment
Information gathering
Treating customers fairly

Promoting excellence and commitment towards Employment Equity.

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