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Commercial Insurance Specialist
2 months ago
About the Role
We are seeking a highly motivated and experienced Commercial Insurance Specialist to join our team at Old Mutual. As a key member of our sales team, you will be responsible for identifying and executing innovative methods to build your own insurance portfolio, providing quality direct sales service that results in the production of business from new and existing sources, and contributing to the profitability and growth of the company.
Key Responsibilities
- Identify and execute on innovative methods to build your own insurance portfolio, including prospecting for new clients through networking, cold-calling, and door-to-door canvassing.
- Manage and drive portfolio profitability and growth by ensuring that ongoing service and support provided to clients is delivered on time and improves the quality of the business underwritten.
- Conduct comprehensive risk evaluations for clients and provide solutions to their needs by selling non-life products aligned to their requirements.
- Continuously build your client base to secure future portfolio growth and identify and action on cross- and up-selling opportunities across all products.
- Sell according to agreed targets for the day, week, and month, and maintain minimum agreed quote volumes, quote-to-sales ratios, and NTU- and cancellation ratios.
- Perform after-sales service tasks according to allocated portfolios of customers, monitor and resolve escalated client queries and complaints timeously, and manage relationships with clients to ensure that Service Level Agreement standards are met or exceeded in all engagements.
- Retain existing business, including renewal discussions in line with business process and FAIS Code of Conduct, and create collaborative relationships with other departments 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, and contribute to a service culture that builds rewarding relationships, proposes innovations, and allows others to provide exceptional service.
Requirements
- Grade 12 or National Senior Certificate.
- FAIS Compliant in Non-life Commercial product category.
- Minimum of 2 years' experience in non-life insurance.
- A valid driver's license with own reliable transport required for the role.
