Business Insurance Specialist

3 weeks ago


Midrand, Gauteng, South Africa Sanlam Full time

About MiWay

MiWay is a direct financial services company that offers a complete array of services under one convenient umbrella. Our vision is to be a world-class direct financial services business that provides customers with superior value products. We are passionate about service excellence, convenience, and offering our clients a positive experience.

Key Responsibilities

The Commercial Insurance Specialist will work with clients to identify their insurance needs and sell appropriate policies. The ideal candidate will be required to build and maintain relationships with clients, provide exceptional customer service, and possess strong negotiation skills. The successful candidate will have a positive attitude, love a challenge, treat colleagues with respect, and look for solutions, not problems.

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

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

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


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