Digital Sales Officers at Jubilee Insurance

Role Purpose

• Handle leads generated from various sources, such as Direct Sales, Refer-a-Friend campaigns, Lead generators, social media, website, and other marketing campaigns. The Digital Sales Officer will contact clients, provide after-sale services, and ensure customer satisfaction through prompt and accurate responses to inquiries.

Main Responsibilities
Contacting Clients:

•  Initiate outbound calls, emails, and messages to potential customers who have shown interest in our health insurance products.
•  Engage in meaningful conversations, provide product information, and address any queries or concerns they may have.

After-Sale Services:

•  Support existing customers by assisting with policy renewals, answering questions about coverage and benefits, and addressing any post-sale inquiries.
•  Ensure a high level of customer satisfaction and retention.

Handle Incoming Customer Interactions:

•  Manage incoming customer interactions through direct channels, including phone calls, emails, and chat platforms.
•  Provide prompt and accurate responses to inquiries, resolve customer issues, and assist with product or service-related queries.

Documentation:

•  Maintain accurate records of customer interactions, including inquiries, complaints, and resolutions.
•  Document customer feedback, trends, and suggestions for continuous improvement.
•  Ensure proper recording and organization of customer data in compliance with data protection regulations.

Compliance:

•  Adhere to regulatory requirements, industry standards, and organizational policies during customer interactions and data handling.
•  Maintain customer privacy and confidentiality while ensuring compliance with data protection regulations.

Key Competencies

• Excellent communication, presentation, and writing skills.
• Strong analytical skills and experience generating reports to show campaign results.
• Performance reporting and management
• Intelligence and Business Development skills
• Customer Service

Qualifications

• Bachelor’s degree in marketing, business, or related field

Relevant Experience

• 6 months of experience in a sales role with a proven track record of meeting/exceeding quotas