Personal Lines Insurance Specialist

1 week ago


Midrand, Gauteng, South Africa Sanlam Full time

Who are we?

  • Job Description
  • Minimum Qualification Required
  • NQF4/Matric/Standard 10
  • 60 FAIS credits/Full Insurance Qualifications (depending on Dofa)
  • Financial Services Board Regulatory Exams (RE5) completed
  • Valid code B driver's license
  • Must have your own reliable transport


Minimum Experience required
  • Minimum 2 years' experience in the personal lines insurance industry
  • Minimum 2 years' experience in facetoface business
  • Deliverables include, but will not be limited to
  • To deliver on business strategies and key deliverables
  • To actively source and grow your portfolio of clients
  • Write new business premium per month
  • To provide world class service to your portfolio of clients, thereby ensuring a low lapse rate
  • To screen new business and ensure that your portfolio does not pose a threat to MiWay's risk pool


Competencies Required
  • Must be highly proficient in dealing with customers and staff at all levels
  • Excellent administrative skills
  • Ability to plan and manage time efficiently
  • Results oriented
  • Selfdisciplined and ability to work under pressure
  • Selfmotivated and desire to excel
  • Analytical and organised
  • Problem solving skills and solution oriented
  • Flexibility
  • Ability to multitask and attention to detail
  • Professional and organised
  • Excellent Excel and PowerPoint skill

Knowledge and Skills

  • New business targets
  • New Business processing
  • Appointment preparation and making
  • Client appointments and liaison
  • Client relationship management
    Personal Attributes


Persuades
  • Contributing dependently
  • Interpersonal savvy
  • Contributing dependently
  • Decision quality
  • Contributing dependently
  • Selfdevelopment
  • Contributing dependently

Build a successful career with us

  • We're all about building strong, lasting relationships with our employees. We know that you have hopes for your future your career, your personal development and of achieving great things. We pride ourselves in helping our employees to realise their worth. Through its five business clusters
  • Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, as well as MiWay and the Group Office the group provides many opportunities for growth and development.
    Core Competencies


Being resilient
  • Contributing dependently
  • Collaborates
  • Contributing dependently
  • Customer focus
  • Contributing dependently
  • Cultivates innovation
  • Contributing dependently
  • Drives results
  • Contributing dependently

Turnaround timeOur commitment to transformation**At MiWay we believe in cultivating a positive and dynamic working environment that gives you freedom and opportunity to succeed. MiWay is committed to transformation and embracing diversity. This is what drives us to achieve a multicultural workplace with employment equity as a key goal to create an inclusive workforce, reflective of the demographics of our society.

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