SUMMARY:
The incumbent of this newly created position will be responsible for growing and developing the business insurance portfolio.
POSITION INFO:
KEY OUTPUTS:
New Business sales
Client service and management
High-level performance
The Commercial Agent: Face to Face Distribution must align themselves with the company culture and values of Awesome Service, Passionate, Honest, Human, Dynamic, and Recognition.
QUALIFICATION AND EXPERIENCE:
Essential:
Completed Matric or National Senior Certificate;
60 FAIS credits/Full Insurance Qualifications (depending on DOFA);
For applicants that have been working in a financial services industry prior to December 2010, preference will be given to applicants with their Financial Services Board Regulatory Exams (RE1) completed. Applicants without prior financial services sales experience will not be prejudiced by this requirement;
If you worked in the financial services industry prior to December 2011, selling and providing financial advice to clients. You would need to have completed the 30 FAIS credits necessary for personal lines or 60 FAIS credits for commercial insurance
Requirements:
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 a 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.
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 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 ad-hoc 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.
NB! This job is now closed. You can apply for other jobs by uploading your CV.
