OUTsurance Short Term Broker - Western CapeFull-timeFAIS: Financial Advice Giving RoleSkillset: OUTSURANCE BROKEROUTsurance is a customer-centric and dynamic financial services company with a global footprint and a proud history of innovation. We are vibrant, successful, and values-oriented 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.
OUTsurance is a formidable player in the short-term insurance market. As a values-based organisation, we take our reputation for awesome service and innovation seriously and strive for excellence in all we do.
Overview and Purpose of the Role: 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 salesClient service and managementHigh level performanceThe OUTsurance Broker: Face to Face Distribution must align themselves with the OUTsurance culture and values of Awesome Service, Passionate, Honest, Human, Dynamic, and Recognition.
Responsibilities: Build your own insurance portfolio by:Prospecting for new clients through networking, cold calling, and door-to-door canvassing for new business.Effective communication with both internal stakeholders and clients.Conducting a comprehensive risk evaluation for the client.Providing solutions to clients by selling OUTsurance 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 discussions 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 such as underwriting/actuarial, claims, as well as surveying.Adhering to all quality standards and measures in place.Qualification and Experience
Essential
Completed Matric or National Senior CertificateFAIS credits/Full Insurance Qualifications (depending on Dofa)RE5 (depending on Dofa)Must have your own reliable transportValid code B driver's licenseCommunication (verbal and written) in EnglishNumerical & mathematical skillsTeam supervisory skillsConfident and enthusiastic self-starter who can take initiativeMust be able to work independently as well as part of a teamAnalytical skillsProblem-solving skillsRelationship management skillsPresentation and facilitation skillsResilience - Ability to work well under pressure in a dynamic environmentFlexible and adaptableInfluential, concise, rational, and practical communicatorCreative flair and innovative thinkerDiscretion, judgment, and high levels of trustIn accordance with OUTsurance Insurance Company Ltd Employment Equity goals, preference will be given to individuals who meet the job requirements and are from the various designated groups.
Reporting Lines: The Commercial Agent: Face to Face Distribution will report directly to the Regional Manager and will work closely with the wider Face to Face Distribution team.
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