DC - Conservations Team Leader- 1DP Sandton

Job Description

To lead, manage and guide a team of Life, Short - term, Health Conservations and Servicing consultants to reach required targets

Identifying and implementing sales and retentions opportunities

Dealing with elevated queries/problems. (email, telephonic and system driven queries).

Co-ordination of own administration

Maintaining accurate details and statistics of all queries (email, telephonic and discovery system driven queries)

Identifying and implementing process improvements

Implementing compliance policies and procedures

Daily / weekly / monthly reporting

To facilitate any necessary course of action to achieve the conservation of business

Key purpose

To lead, manage and guide a team of Life, Short - term, Health Conservations and Servicing consultants to reach required targets. To facilitate any necessary course of action to achieve the conservation of business

Key Outputs

The successful candidate will be expected, but not limited to perform the following key outputs:

• Leading and managing a team of 12 - 14 Conservations and Servicing consultants
• Performance Management including the setting of KPIs and the measurement thereof

• Coaching and developing the team and identifying talent

• Inspire, motivate and support team

• Drive staff to achieve required targets and maintain / improve set SLAs’

• Conduct QAs’ on agents calls/ queries and identify areas of improvement and implement accordingly
• Ability to work independently and efficiently

• Ability to multi-task and meet allocated daily / weekly / monthly deadlines
• Dealing with elevated queries/problems. (email, telephonic and system driven queries)
• Implement processes and design Standard Operating Procedures

• Identify and implement process improvements

• Compile and distribute daily / weekly / monthly reports in the format required by management
• Ensuring continual communication between management and staff and all other stakeholders

• Relationship building with all internal and external stakeholders to achieve objectives

• Adhere to and enforce internal policies (Discovery Group policies & Legislative policies)
• Assisting with interviews & Role plays
• Availability to work overtime from time to time, which may include weekends

Personal attributes and skills

• Excellent verbal and numeric communication skills
• Quality driven
• People-focused
• Attention to detail
• Strong Interpersonal Skills
• Strong Leadership skills
• Problem solving skills
• Decision making skills
• Stress tolerance
• Creative and innovative

• Excellent time management skills and ability to prioritise time to meet deadlines
• Organizational awareness

• Detail and process orientated

• Self-motivated & optimistic

• Customer centric

• Solution orientated

• Ability to work independently and efficiently

• Team player

• Ability to work within a team and drive team culture

Qualification & Experience

• Grade 12 – essential
• 3 years Conservations/Retentions Team Leader experience – essential
• Proficient in English – essential (writing, reading, speaking)
• Bi-lingual – advantage (writing, reading, speaking)
• Computer literate - MS Office, especially Excel (Intermediate Level) – essential

• Regulatory Exam and FAIS credits required

• NQF 5 credits / Wealth Management - essential

• Completion of the various Classes of Business

• Bachelors degree will be advantageous

EMPLOYMENT EQUITY   
                             
The Company’s approved Employment Equity Plan and Targets will be considered as part of the recruitment process. As an Equal Opportunities employer, we actively encourage and welcome people with various disabilities to apply.