Commercial Tied Agent-2 at Old Mutual South Africa

Job Description

Job Description Summary

• 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. Manage the end-to-end customer experience for new and existing business by providing first line support to resolve queries.
• 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
• 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.

Minimum Requirements

• Grade 12 or National Senior Certificate
• Appropriate Insurance – or Tertiary Qualification
• FAIS Compliant in Non-life Commercial product category
• Minimum of 2 years’ in non-life insurance (primarily in Commercial Underwriting)
• 3 – 5 years’ experience in Direct sales providing business to customer (B2C) solutions
• Valid Driver’s Licence with own reliable transport

Closing Date

04 February 2023