Broker Consultant | George

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.

Required

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

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)

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.

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.

Performance Management
Respond to personal objectives and use performance management systems to
improve personal performance. Monitor the performance (panel penetration, ensuring not more than 40% of lapse ratios and NTU ratios) of the Brokers/External Partners.

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.