Short-term Sales/Underwriter

1 month ago

Pretoria, South Africa Status Asset Management Full time

Position: Short-term Sales & Underwriter

Location: Lynwood, Pretoria

Do you have an unwavering attention to detail and an eye for spotting errors? Are you well versed when it comes to overseeing and monitoring compliance within the team? Are you fantastic at motivating and coaching where required? Do you love working with people and providing excellent service? Raise your hand because

WE’RE HIRING

It’s our mission to unleash the potential in our team, and we know that teams perform best when they are diverse and each individual feels that they belong. That’s why we want you to join us in the capacity of Short-term Sales & Underwriter. This role plays an integral part in our team, as you will be the custodian of Personal and Commercial policies, ensuring they are compliant according to regulations. Further you will also be responsible to ensure business growth and excellent client services is provided at all times.

So, who are we and why would you want to join us?

We are a young, energetic, and passionate group of companies working in different industries, all focused on becoming market leader in our fields. Our fast-paced environment will positively challenge you and keep you engaged as you navigate through changing priorities and varying demands. We work smart, we work hard, but we have fun doing it

What can we offer you? Some of our benefits include:

  • Modern fit-for-purpose people practices.
  • Working in a state-of-the-art tech building that includes access to on-site gym to help you grow your fitness as much as you do your brain.
  • Two on-site restaurants that will have you inhaling aromas of mouth-watering lunchtime dishes, and freshly brewed coffee. At Fintech campus that’s just a part of the rhythm of the day.

Great, so who is a good fit?

A specialist with a high attention to detail and who has the ability to ensure FAIS and FICA legislation is met when it comes to both Personal and Commercial policies. Someone who fully understands the Financial services industry, as well as the processes within an FSP environment. The ideal candidate will also have excellent verbal and written communications skills and the ability to provide feedback and coaching where needed. Someone who has a hunger for sales and will be able to bring in new business, to ensure growth targets are achieved.

So, what will such a fantastic individual’s duties and responsibilities include?

  • Meet and exceed targets as determined by the Company. These targets will be reviewed on an ongoing basis;
  • Source, coach and develop sales and marketing team (STI Brokers), as well as develop cohesiveness within the team;
  • Provide sales support by means of liaising with the operations department to ensure integrations between sales and sales administration support;
  • Develop and implement product and marketing strategies in alignment with the industry;
  • Liaise with relevant networks and service providers to ensure that all financial aspects regarding the various accounts are administered correctly;
  • Responsible for building and maintaining a professional relationship with various service providers and clients;
  • Responsible for risk management in terms of bad debt recovery and monitor market trends so as to ensure minimization of bad debt;
  • Focus and responsible for all aspects of sales pertaining to various markets;
  • Reach sales targets and ensure business growth;
  • Develop and manage broker and channel distribution network;
  • Submit weekly, monthly, quarterly and annual sales reports to management and the Board of Directors;
  • Work closely with group finance and pivot to manage and oversee financial and business planning activities, such as development of budgets and forecasting, preparing of management and monitoring reports, collection and communication of relevant business metrics;
  • Underwriting Personal and Commercial policies;
  • Ensuring that all clients are correctly covered and are happy with the services rendered and the cover that they have received;
  • Communicating with clients on a regular basis;
  • Liaising with all Insurance Companies;
  • Marketing Services;
  • Set strategic goals and design business models in order to meet the set Company milestone.

Are there any specific skills and attributes required?

  • Ability to work within a team based environment;
  • Professional and presentable;
  • Ability to efficiently manage team and their outputs;
  • Ability to work in a highly stressed induced environment;
  • Ability to build and maintain strong work relationships;
  • Planning and prioritization skills;
  • Results driven and the ability to apply excellent time-management;
  • Excellent verbal and written communication skills;
  • Both creative and innovative with the ability to think outside of the box;
  • The ability to apply both problem solving and strategic

Take a look at the what the requirements for this amazing job are and if you meet them apply, apply, apply:

  • Computer literate with knowledge in Excel, Word and MS Suite;
  • Completed Senior Certificate (Matric);
  • 3-6 years’ experience as a short-term insurance underwriter;
  • 3-6 years’ experience in selling short-term insurance products;
  • Experience with coaching a team;
  • Full insurance qualification;
  • RE5 certificate, non-negotiable;
  • RE1 certificate, preferred;
  • Fit and proper, relating to financial services legislation;
  • Ability to communicate appropriately and effectively in spoken and written English and Afrikaans;
  • Be able to work overtime when required.

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