Branch Customer Service Consultant
Core
Face-to-face and telephone customer service and sales of insurance products to help customers make informed decisions.
Role type
Branch Member Consultant (Sales & Customer Service)
Builds
Insurance products for individual customers
Domain
Insurance / Healthcare
Deliverable
product features
Required skills
Needs-based selling, building long-term customer relationships, resolving customer enquiries, navigating internal systems, meeting KPIs
Preferred skills
Experience in private health insurance or financial services, retail sales experience
Responsibilities
Provide face-to-face and telephone service to customers, Have needs-based conversations to recommend appropriate insurance products, Resolve customer enquiries and problems, Maintain accurate customer information, Build strong relationships with customers and the local community, Work towards individual and team KPIs