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Insurance Specialist: Client Acquisition and Retention

1 week ago

Midrand, Gauteng, South Africa Sanlam Full time

About Our Business

Sanlam is a leading financial services group that offers a wide range of insurance products and services designed to meet the evolving needs of our customers. With a strong presence in various markets, we are committed to providing innovative solutions that simplify the lives of our clients.

We are seeking experienced Commercial and Personal Lines Insurance Specialists to join our team in Gauteng South. As a hybrid role, you will be responsible for working closely with clients to identify their insurance needs and selling suitable policies.

The ideal candidate will possess excellent communication skills, be able to build strong relationships with clients, and provide exceptional customer service. A proven track record in face-to-face business, a minimum of 2 years' experience in the commercial insurance industry, and relevant qualifications such as FAIS credits or full insurance qualifications are essential requirements.

Key Performance Indicators

  • To deliver on business strategies and key deliverables
  • To actively source and grow your portfolio of clients
  • To provide world-class service to your portfolio of clients
  • To screen new business and ensure that your portfolio does not pose a threat to Sanlam's risk pool

Competencies Required

  • Excellent administrative skills
  • Ability to plan and manage time efficiently
  • Results-oriented and self-motivated individual
  • Analytical and organised
  • Problem-solving skills and solution-oriented
  • Flexibility
  • Ability to multi-task and attention to detail