Commercial Insurance Specialist

4 weeks ago

Cape Town, Western Cape, South Africa Old Mutual Full time
Job Description

Job Summary

We are seeking a highly skilled and motivated Commercial Insurance Specialist to join our team. The successful candidate will be responsible for providing quality direct sales service, identifying and executing innovative methods to build their own insurance portfolio, and managing and driving portfolio profitability and growth.

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 (amendments, renewals, and claims) 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.

Competencies

  • Strategic: Is able to understand, identify and act on broader opportunities in order to drive longer term, value-adding change. Applies judgement effectively. Identifies and acts on market and/or competitor trends/opportunities.
  • Customer: Putting the customer at the heart of business decisions and driving to improve value for customers.
  • Collaboration: Creates trust, respect and builds meaningful relationships. Able to handle a wide range of relational challenges to ensure collaboration across boundaries.
  • Leading with Influence: Influences and rallies people behind common goals; actively supports growth and inspires others to exceed expectations. Communicates clear strategies and objectives for own function.

Additional Requirements

  • Valid Driver's License with own reliable transport required for the role.

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