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Commercial Insurance Specialist
1 month ago
Job Title: Commercial Insurance Specialist - New Business Development
Description: We are seeking a highly motivated and results-driven Commercial Insurance Specialist to join our team in East London and Gqeberha. As a key member of our sales team, you will be responsible for identifying and executing innovative methods to build your own insurance portfolio.
Key Responsibilities:
- Prospect for new clients through networking, cold-calling, and door-to-door canvassing.
- Manage and drive portfolio profitability and growth by ensuring that on-going service and support 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 client base to secure future portfolio growth.
- Identify and action on cross & up selling opportunities across all products.
- Sell according to agreed targets for the day, week, and month.
- Maintain minimum agreed quote volumes.
- 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 discussion in line 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.
About Us: We are a leading financial services company committed to delivering exceptional service and value to our clients. Our team is passionate about providing innovative solutions to meet the evolving needs of our customers.
