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:
- Prospecting for new clients through networking, cold calling, and door-to-door canvassing 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 discussions in line with FAIS.
- Developing internal/external relationships with clients.
- Continuous building of your client base to secure future income.
- Keeping abreast of 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, including underwriting/actuarial, claims, and 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
- 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
- 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 team.
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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