Insurance Portfolio Developer

6 days ago

Port Elizabeth, Eastern Cape, South Africa The Recruitment Council Full time
Job Title: Insurance Portfolio Developer

Reporting to: Regional Manager

The company is a dynamic and customer-focused financial services organization recognized for its innovative approach and commitment to exceptional service. With a strong presence in the short-term insurance market, it aims to create lasting relationships with clients through a values-driven culture.

Overview and Purpose of the Role:

The Insurance Portfolio Developer is responsible for expanding and developing the business insurance portfolio through direct client interactions. This role is vital in generating new business sales, providing outstanding client service, and achieving high-performance levels, all while embodying the company''s core values.

Key Responsibilities:
  • New Business Development: Actively prospect for new clients through networking, cold calling, and door-to-door canvassing to grow the insurance portfolio.
  • Client Relationship Management: Conduct thorough risk evaluations and offer tailored insurance solutions aligned with client needs.
  • Sales Performance Tracking: Create and monitor personal business plans to meet or exceed predetermined sales targets.
  • Ongoing Client Support: Provide continuous service to clients, including managing amendments, renewals, and claims processes.
  • Collaboration: Work closely with internal teams, such as underwriting, claims, and surveying, to ensure high-quality service delivery.
  • Market Awareness: Stay informed about developments and trends within the commercial insurance market.
  • Team Engagement: Participate in all team meetings and contribute feedback as requested.
Qualification and Experience:

Essential:

  • Completed Matric or National Senior Certificate.
  • 60 FAIS credits/Full Insurance Qualifications (depending on Date of First Appointment).
  • Preference for candidates with completed Financial Services Board Regulatory Exams (RE1) if they have financial services experience before December 2010.
  • Completion of 30 FAIS credits for personal lines or 60 FAIS credits for commercial insurance if experienced prior to December 2011.
  • Reliable transport and a valid code B drivers license.
  • A minimum of 2 years of external sales experience in the insurance industry.
Competencies:
  • Self-starter with a proactive approach to sales.
  • Excellent verbal and written communication skills in English.
  • Strong numerical and analytical skills.
  • Ability to work both independently and as part of a team.
  • Proficient in problem-solving and relationship management.
  • Resilient and capable of thriving in a fast-paced environment.
  • Creative thinker with a passion for innovation.
Reporting Structure:

The Insurance Portfolio Developer will report directly to the Regional Manager and collaborate with the wider Face to Face Distribution team.

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