Lead Administrator

Key Responsibilities

• Contact warm leads to verify interest, gather basic client information, and prepare leads for sales agents.

• Qualify leads based on underwriting criteria and product suitability.

• Maintain high contact rates and ensure timely follow‑ups.

• Update CRM systems with accurate lead notes, outcomes, and next steps.

• Capture client information, quotations, and policy details with 100% accuracy.

• Assist sales agents with administrative tasks (quotes, amendments, follow‑ups).

• Ensure all documentation is complete, compliant, and properly stored.

• Support onboarding of new policies and ensure smooth handover to underwriting.

• Adhere to FAIS, POPIA, TCF, and company compliance standards.

• Ensure correct disclosures and compliance scripts are followed during warm‑up calls.

• Flag non‑compliant behaviour or risks to the Team Leader or Compliance Officer.

• Deliver professional, friendly, and customer‑centric engagement on all calls.

• Handle basic client queries and escalate complex issues appropriately.

• Ensure warm leads are prepared for a seamless sales experience.

• Maintain daily lead distribution reports and productivity trackers.

• Collaborate with sales, underwriting, and retention teams.

• Assist with cancellations, amendments, and policy administration when required.