Position Summary:
Provide quality direct sales service that results in the production of business from new and existing sources, which contributes to the profitability and growth of the company. Manage the end-to-end customer experience for new and existing business by providing first line support to resolve queries.
Key Responsibilities:
- Manage and drive portfolio profitability and growth by ensuring that on-going service and support (amendments, renewals, and claims) provided to clients is delivered on time and improves the quality of the business underwritten.
- Provide solutions to clients by selling non-life products aligned to their needs.
- Perform after sales service tasks according to allocated portfolio of customers.
- Sell according to agreed targets for the day, week and month.
- Monitor and resolve escalated client queries and complaints timeously.
- Continuously build client base to secure future portfolio growth.
- Identify and execute on innovative methods to build own insurance portfolio.
- Manage relationships with clients and ensure that Service Level Agreement standards are met or exceeded in all engagements.
- Maintain a minimum agreed quote to sales ratio.
- Maintain an agreed NTU – and Cancellation ratio.
- Manage time and workloads to ensure that deadlines and targets are met.
- Maintain minimum agreed quote volumes.
- Conduct a comprehensive risk evaluation for the client.
- Create collaborative relationships with other departments (underwriting/pricing, and claims) to determine process improvements designed to enhance the customer experience and create easy, value peace of mind.
- Identify and action on cross & up selling opportunities across all products.
- Prospect for new clients through networking, cold calling and door to door canvassing.
- Retain existing business including renewal discussion in line business process and FAIS Code of Conduct.
Required Education & Experience:
- Minimum of 2 years experience’ in non-life insurance.
- Minimum of 2 years’ experience in Direct sales Valid Driver’s Licence with own reliable transport
- FAIS Compliant in Non-life Commercial product category.
- Grade 12 or National Senior Certificate.