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 itself with our culture and values of awesome service, Passion, Honesty, humanity, dynamic, and recognition.
Qualification and Experience Essential
Completed Matric or National Senior Certificate
Must have your own reliable transport
Valid code B driver's license
2 years of 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 ongoing 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 ad-hoc 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 a 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 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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