Jobs
>
Bloemfontein

    Commercial Insurance Specialist - Bloemfontein, South Africa - Old Mutual

    Old Mutual
    Old Mutual Bloemfontein, South Africa

    5 days ago

    Old Mutual background
    Full time
    Description

    Description

    Provide quality direct sales service that results in the production of business from new and existing sources, which contributes to the profitability and growth of the company. (The roles are based in Free State)

    Provide quality direct sales service that results in the production of business from new and existing sources.

  • Identify and execute on innovative methods to build own insurance portfolio.
  • Prospect for new clients through networking, cold-calling and door to door canvassing.
  • Manage and drive portfolio profitability and growth by ensuring that on-going service and support (amendments, renewals, and claims) provided to clients is delivered on time and improves the quality of the business underwritten.
  • Conduct a comprehensive risk evaluation for the client.
  • Provide solutions to clients by selling non-life products aligned to their needs.
  • Continuously build client base to secure future portfolio growth.
  • Identify and action on cross & up selling opportunities across all products.
  • Sell according to agreed targets for the day, week and month.
  • Maintain minimum agreed quote volumes.
  • Maintain a minimum agreed quote to sales ratio.
  • Maintain an agreed NTU – and Cancellation ratio.
  • Perform after sales service tasks according to allocated portfolio of customers.
  • Monitor and resolve escalated client queries and complaints timeously.
  • Manage relationships with clients and ensure that Service Level Agreement standards are met or exceeded in all engagements.
  • Retain existing business including renewal discussion in line business process and FAIS Code of Conduct.
  • Create collaborative relationships with other departments (underwriting/pricing, and claims) to determine process improvements designed to enhance the customer experience and create easy, value peace of mind.
  • Manage time and workloads to ensure that deadlines and targets are met.

    • Quality service delivery

  • Manage the end-to-end customer experience for new and existing business by providing first line support to resolve queries.
  • Proactively suggest improvements in service and relations where applicable.
  • Contribute to a service culture which builds rewarding relationships, proposes innovations and allows others to provide exceptional service.

    • Cost control and governance adherence

  • Proactively ensure the use of time, resources, money, materials or equipment is in line with organizational policies and procedures.
  • Comply with corporate governance policies, procedures and standards.
  • Operate within agreed mandates.

    • Quality people practices

  • Align own behavior with the organization's culture and values.
  • Share and transfer product, process and systems knowledge to colleagues and team members.
  • Collaborate and work with the OMI team to deliver required service levels.
  • Actively participate in the OMI team to ensure functional balanced scorecard objectives are achieved.
  • Ensure achievement of own performance objectives.
  • Actively participate in own professional development and career path.

    • Qualifications and Experience

  • Grade 12 or National Senior Certificate.
  • FAIS Compliant in Non-life Commercial product category.
  • Minimum of 2 years' experience in non-life insurance.

    • FAIS Compliant in Non-life Commercial product category.

    A Valid Driver's License with own reliable transport required for the role.

    Skills

    Education

    Closing Date

    31 May 2024
  • Arvo

    Customer Service Representative

    5 days ago

    Arvo Free State, South Africa Full time

    Title:Customer Service Representative · Our client, based in Hermanus, is looking to hire an Customer Service Representative to join their company, in the financial industry, as soon as possible. · Job overview: · The Customer Services Representative (CSR) is a key member of th ...

  • Aon

    Senior Client Manager

    1 week ago

    Aon Bloemfontein, South Africa Full time

    Senior Client Manager - Bloemfontein · Are you a commercial insurance specialist based in Bloemfontein? Passionate about clients? Read on · Aon South Africa is recruiting a Senior Client Manager in our Commercial department based, on a hybrid basis, from our offices in Bloemfont ...