Personal Lines Insurance Specialist

3 months ago

Midrand, South Africa Sanlam Full time

**Who are we?**- 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 1 year experience in face-to-face business
- Minimum 2 years’ experience in Short-term Insurance
- 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
- Self-disciplined and ability to work under pressure
- Self-motivated and desire to excel
- Analytical and organised
- Problem solving skills and solution oriented
- Flexibility
- Ability to multi-task 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- Self-development - 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 time**

**Our 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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