Commercial Insurance Sales Professional

2 weeks ago

Port Elizabeth, Eastern Cape, South Africa Old Mutual Full time

Job Overview

As a Commercial Insurance Sales Specialist at Old Mutual, you will be responsible for providing quality direct sales service that results in the production of business from new and existing sources, contributing to the profitability and growth of the company.

Key Responsibilities

  • Identify and execute on innovative methods to build your own insurance portfolio.
  • Prospect for new clients through networking, cold-calling, and door-to-door canvassing.
  • Manage and drive portfolio profitability and growth by ensuring that ongoing service and support (amendments, renewals, and claims) provided to clients is delivered on time and improves the quality of the business underwritten.
  • Conduct a comprehensive risk evaluation for the client.
  • Provide solutions to clients by selling non-life products aligned to their needs.
  • Continuously build your client base to secure future portfolio growth.
  • Identify and act on cross- and up-selling opportunities across all products.
  • Sell according to agreed targets for the day, week, and month.
  • Maintain a minimum agreed quote volume.
  • Maintain a minimum agreed quote-to-sales ratio.
  • Maintain an agreed NTU- and Cancellation ratio.
  • Perform after-sales service tasks according to allocated portfolio of customers.
  • Monitor and resolve escalated client queries and complaints timeously.
  • Manage relationships with clients and ensure that Service Level Agreement standards are met or exceeded in all engagements.
  • Retain existing business, including renewal discussions, in line with business process and FAIS Code of Conduct.
  • Create collaborative relationships with other departments (underwriting/pricing, and claims) to determine process improvements designed to enhance the customer experience and create easy, value peace of mind.
  • Manage time and workloads to ensure that deadlines and targets are met.

Requirements

  • Grade 12 or National Senior Certificate.
  • FAIS compliant in Non-life Commercial product category.
  • Minimum of 2 years' experience in non-life insurance.
  • A valid driver's license with own reliable transport required for the role.

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