Business Insurance Specialist

4 weeks ago


Port Elizabeth, Eastern Cape, South Africa Sanlam Full time

About the Role

We are seeking a highly skilled Business Insurance Specialist to join our team in Eastern/Southern Cape. As a Commercial Insurance Professional, you will work with clients to identify their insurance needs and sell appropriate policies. You will be responsible for building and maintaining relationships with clients, providing exceptional customer service, and possessing strong negotiation skills.

Key Responsibilities

  • 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

Requirements

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

Experience

  • Minimum 2 years' experience in the commercial insurance industry
  • Minimum 2 years' experience in face-to-face business

Competencies

  • 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 skills

About Us

We are a direct financial services company passionate about service excellence, convenience, and offering our clients superior value products. Our vision is to be a world-class direct financial services business that offers a complete array of services under one convenient umbrella – all managed online.

Our Values

  • Energy
  • Freedom
  • Accountability
  • Attitude

What We Offer

We offer a competitive remuneration model with attractive commission and tools of the trade. We pride ourselves in helping our employees to realise their worth and provide many opportunities for growth and development.



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