Customer Support and Sales Specialist

The purpose of this role is to support the business’ objectives by servicing and selling insurance products. This is achieved by building and maintaining strong, trusted relationships with customers through proven insurance knowledge through inbound and outbound calls.


  • Receive inbound and make outbound calls, with the interest of servicing or selling insurance products
  • Provide outstanding, accurate and reliable information via any emails, chat bots and phone calls
  • Understand underwriting guidelines to decline policies that fall outside risk appetite
  • Apply sales techniques to close sales
  • Respond to customer enquiries in prescribed timeframes
  • Actioning daily tasks and reports as outlined in periodical activities
  • You will be required to carry out other duties that are within the limits of your skills, competence, training and/or experience as directed by your Manager

Job Requirements:

  • Minimum 2 years experience in Insurance industry
  • An understanding of the role and importance of insurance
  • Intermediate level computer skills, including Microsoft office
  • Prior experience in customer service or sales
  • Sound written and verbal communication skills
  • Previous experience in insurance, or working in a financial services institution
  • Previous experience with closing sales face to face or over the phone
  • Sound interpersonal skills, building rapport with customers and service providers
  • Skilled in asking probing questions and gaining detailed information to be able to understand the customer’s needs.