Job Description
Handle the liaison with clients/Client Relationship Management
Handle Sales enquiries and leads on the CRM System – explaining services, pricing, and additional options (insurance, storage, packing)
View client’s household goods if required
Prepare the costing for the quotes
Follow up on the quotes
Monthly Sales Reports on follow ups
Open files for secured moves – Filing and maintaining accurate client records
Handle Tender requests
Administration functions – Handling emails, calls, and correspondence + Supporting management with ad-hoc administrative tasks
Claims Handling – Submission and tracking of insurance claims, ensuring all necessary documentation is complete and accurate
Marketing cold calls & field sales – Report Monthly to Head office
Injury on duty registration and administration
Managing various different excel databases (Bordereaux and claims tracker)
Qualifications and experience:
Grade 12 with mathematics
Valid driver’s licence (minimum code 8)
Strong communicator
Previous sales or customer service experience
A geographical background and an understanding of international relocations will be advantages
Computer literacy on Google web-based applications, Excel and Word
Deadline driven with ability to carefully assess and streamline processes
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