Business Insurance Specialist

2 hours ago


Cape Town, Western Cape, 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. We are passionate about service excellence, convenience, and providing our clients with superior value products.

Job Description

We are seeking a full-time Commercial Insurance Specialist to join our team in Western Cape. The ideal candidate will work with clients to identify their insurance needs and sell appropriate policies. This role requires building and maintaining relationships with clients, providing exceptional customer service, and possessing strong negotiation skills.

Key Responsibilities

  • Identify and sell insurance policies to clients
  • Build and maintain relationships with clients
  • Provide exceptional customer service
  • Negotiate with clients to meet their insurance needs

Requirements

  • NQF4/Matric/Standard 10
  • FAIS credits/Full Insurance Qualifications (depending on Dofa)
  • Financial Services Board Regulatory Exams (RE5) completed
  • Valid code B driver's license

Deliverables

  • Deliver on business strategies and key deliverables
  • Actively source and grow your portfolio of clients
  • Provide world-class service to your portfolio of clients

Competencies Required

  • 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

About Sanlam

Sanlam is a leading financial services group that provides a range of products and services to individuals and businesses. We are committed to helping our clients achieve their financial goals and providing them with the best possible service.



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