About Company:
We are a customer-centric and dynamic financial services company with a global foot print and a proud history of innovation. We are vibrant, successful and values orientated with an awesome dynamic culture encapsulated by the ethos that clients and staff "always get something OUT." Our success can be attributed, amongst other things, to the outstanding people that work for us.
We are a formidable player in the short term insurance market. As a values-based organization we take our reputation for awesome service and innovation seriously and strive for excellence in all we do.
Overview and Purpose of the Role:
Our business product offering has grown significantly over the years which has led to the development of the face to face distribution channel. To facilitate this model the positions of Commercial Broker (Face to Face) have emerged. The incumbent of this newly created position will be responsible for growing and developing the business insurance portfolio.
The key outputs for this role are as follows:
New Business sales
Client service and management
High level performance
The Commercial Broker: Face to Face Distribution must align themselves with the our culture and values of Awesome Service, Passionate, Honest, Human, Dynamic and Recognition.
Qualification and Experience Essential
Completed Matric or National Senior Certificate
FAIS credits/Full Insurance Qualifications (depending on Dofa)
RE5 (depending on Dofa)
Must have your own reliable transport
Valid code B driver's license
2 years insurance external sales experience
Responsibilities:
Build your own insurance portfolio by:
Being able to prospect for new clients through networking, Cold calling and door – door canvasing for new business
Effective communication with both internal stakeholders and clients.
Conduct a comprehensive risk evaluation for the client.
Providing solutions to clients by selling our short term products aligned to the needs of the client.
Drafting, tracking and measurement of your personal business plan.
Providing on-going service and support to your individual client base (amendments, renewals, claims etc.).
Retention of existing business including renewal discussion in line with FAIS.
Developing internal/external relationships with clients.
Continuous building of your client base hence securing future income.
Keeping abreast with the commercial insurance market changes and developments.
Achieving/Exceeding targets consistently.
Providing feedback to line management when requested.
Attending all weekly and adhoc team meetings.
Working closely with internal stakeholders that is, underwriting/actuarial, claims as well as surveying.
Adhering to all quality standards and measures in place.
Competencies :
Self-starter
Communication (verbal and written) in English
Numerical & mathematical skills
Team supervisory skills
Confident and enthusiastic self-starter who can take initiative
Must be able to work independently as well as part of a team - balances team and individual responsibility, provides and accepts feedback
Analytical skills
Problem-solving skills
Relationship management skills
Presentation and facilitation skills
Resilience - Ability to work well under pressure in dynamic environment
Flexible and adaptable
Influential, concise, rational and practical communicator
Creative flair and innovative thinker
Relationship management
Discretion, judgment and high levels of trust
Reporting Lines: The Commercial Broker: Face to Face Distribution will report directly to the our Broker Regional Manager and will work closely with the wider Face to Face Distribution
Additional Information: In accordance with our Insurance Company Ltd Employment Equity goals, preference will be given to individuals who meet the job requirements and are from the various designated groups.
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