Broker Consultant | Durban

JOB PURPOSE

Build, maintain and enhance relationships with new and existing External Partners and leveraging their partner relationships in order to deliver end-end business results to ensure optimal business development.

RESPONSIBILITIES

• Broker Customer Service

Provide a quality service to Brokers, while identifying opportunities to secure new business or support retention. Responsibilities may include processing cases, dealing with queries and investigating and resolving customer problems. Ensure continuous enforcement of new and existing marketing strategies through Brokers/External Partner relationships

• Customer Relationships Development

Make or receive calls (by telephone) to allocated Brokers to generate additional leads and maintain existing ones. Act as a first point of contact for resolving broker queries and complaints.

• Data Collection & Analysis

Collate and analyze data using POL360 system to identify trends, opportunities and risks. Involves working independently.

• Insights and Reporting

Generate daily, weekly and monthly reports on broker contacts, as well as broker panel performance. Provide daily performance reports on incoming contacts and sales.

• Performance Management

Respond to personal objectives and use performance management systems to
improve personal performance.

• Work Scheduling

Design own monthly schedule and, if necessary, assign work to others in order to speed up office workflow and ensure high-priority tasks get done.

General Education

• Grade 12/ SAQA Accredited Equivalent (Essential); BCom or similar qualification

General Experience

• 3-4 years experience in sales and distribution in long-term insurance (Essential)
• Experience in marketing or sales in banking / financial / insurance / business services (Advantageous)