Insurance Specialist

1 month ago


Midrand, Gauteng, South Africa Sanlam Full time

Company Overview

MiWay is a direct financial services company that prioritizes service excellence, convenience, and offering clients superior value products. Our vision is to be a world-class direct financial services business that provides a comprehensive range of services under one convenient umbrella – all managed online.

Salary and Benefits

The successful candidate will receive a competitive remuneration package with attractive commission and tools of the trade. This role also offers opportunities for growth and development within our parent company, Sanlam.

Job Description

We are seeking a full-time Commercial Insurance Specialist to join our team in Gauteng North. The ideal candidate will work closely with clients to identify their insurance needs and sell appropriate policies. Key responsibilities include building and maintaining relationships with clients, providing exceptional customer service, and possessing strong negotiation skills.

Required Skills and Qualifications

  • NQF4/Matric/Standard 10 qualification or equivalent
  • FAIS credits/Full Insurance Qualifications (depending on Dofa)
  • Financial Services Board Regulatory Exams (RE5) completed
  • Valid code B driver's license
  • Minimum 2 years' experience in the commercial insurance industry
  • Minimum 2 years' experience in face-to-face business

Deliverables

  • To deliver on business strategies and key deliverables
  • To actively source and grow your portfolio of clients
  • 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

  • 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 organized
  • Problem-solving skills and solution-oriented
  • Flexibility
  • Ability to multi-task and attention to detail
  • Professional and organized
  • Excellent Excel and PowerPoint skills

Turnaround Time

The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers.



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