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OUTsurance is a customer-centric financial services company with a global foot print. 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.
Job Description
Take inbound calls and assist clients in an efficient and professional way and within quality standards that are in place and in accordance with the values of OUTsurance. Facility Review advisor is responsible for retaining an existing client and making sure the client is happy and satisfied with their policy and premiums. Negotiate and make relevant policy adjustments in line with the product pricing and initiate proactive opportunities to upsell on existing policies
Qualifications
Minimum Matric qualification or equivalent qualification
FAIS accreditation is essential
Applicants that have been working in the financial services industry prior to December 2010, preference will be given to applicants with their FAIS Regulatory Exams (RE1) completed. Applicants without prior financial advice experience will not be prejudiced
Additional Information
Required Competencies & Personal Attributes:
Competencies
Sales and/or Client service oriented
Attention to detail/Quality oriented
Client Care Inbound or Sales experience will be beneficial
Previous call centre experience - preferably in a sales or retention environment
An ideal candidate will be able to align their personal work values to the OUTsurance values of awesome service, dynamic, honest, human, passionate and recognition.
Resilience
Deadline and results oriented/Work standards
Initiative
Enthusiastic and passionate about the job and the company
Effective at planning and organisation/Work management
Teamwork/Collaboration
Judgment/Problem solving
Adaptability
Integrity
Tolerance for stress
Ambitious
Driven
Highly motivated
Customer service enthusiasts
Skills:
Selling skills
Interpersonal and communication skills
Extensive sales experience is essential
Negotiations
Keyboard skills
Administration skills
Influencing
Practical learning
Additional information:
An ideal candidate will be able to align their personal work values to the OUTsurance values of Awesome Service, Dynamic, Honest, Human, Passionate and Recognition.
We are looking for ambitious, highly motivated and driven Customer Service enthusiasts
In 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.
Job Description
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 OUTsurance 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 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:
• 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 OUTsurance 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.
Qualifications
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
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
Additional Information
In 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 OUTsurance Broker: Face to Face Distribution will report directly to the Regional Manager and will work closely with the wider Face to Face Distribution
Use the link(s) below to apply on company website.
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