Commercial Insurance Agent

8 hours ago


Johannesburg, Gauteng, South Africa Old Mutual Full time
Job Summary

We are seeking a highly skilled and motivated Commercial Tied Agent to join our team at Old Mutual. As a key member of our sales team, you will be responsible for providing exceptional customer service and driving business growth through the sale of insurance products.

Key Responsibilities
  • Identify and execute innovative methods to build your own insurance portfolio.
  • Prospect for new clients through networking, cold calling, and door-to-door canvassing.
  • Manage and drive portfolio profitability and growth by ensuring timely and high-quality service and support to clients.
  • Conduct comprehensive risk evaluations for clients and provide tailored solutions to meet their needs.
  • Continuously build and maintain a strong client base to secure future portfolio growth.
  • Identify and capitalize on cross-selling and up-selling opportunities across all products.
  • Maintain minimum agreed quote volumes, quote-to-sale ratios, and NTU-Cancellation ratios.
  • Provide exceptional after-sales service and resolve escalated client queries and complaints in a timely manner.
  • Collaborate with internal departments to improve processes and enhance the customer experience.
  • Manage time and workloads to ensure deadlines and targets are met.
Requirements
  • Grade 12 qualification.
  • Appropriate insurance qualification (FAIS and RE).
  • More than 2 years' experience in customer service.
Competencies
  • Customer-centric approach.
  • Collaboration and teamwork.
  • Leading with influence and innovation.
  • Personal mastery and execution.


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