Commercial Insurance Specialist page is loaded Commercial Insurance Specialist Apply locations Durban time type Full time posted on Posted Yesterday job requisition id JR-35232 Your time is now to be your exceptional best at Old Mutual! Job Description
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.Provide quality direct sales service that results in the production of business from new and existing sources. Identify and execute on innovative methods to build own insurance portfolio.
Prospect for new clients through networking, cold-calling and door to door canvassing.
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.
Conduct a comprehensive risk evaluation for the client.
Provide solutions to clients by selling non-life products aligned to their needs.
Continuously build client base to secure future portfolio growth.
Identify and action on cross & up selling opportunities across all products.
Sell according to agreed targets for the day, week and month.
Maintain minimum agreed quote volumes.
Maintain a minimum agreed quote to sales ratio.
Maintain an agreed NTU – and Cancellation ratio.
Perform after sales service tasks according to allocated portfolio of customers.
Monitor and resolve escalated client queries and complaints timeously.
Manage relationships with clients and ensure that Service Level Agreement standards are met or exceeded in all engagements.
Retain existing business including renewal discussion in line business process and FAIS Code of Conduct.
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.
Manage time and workloads to ensure that deadlines and targets are met.
Quality service delivery Manage the end-to-end customer experience for new and existing business by providing first line support to resolve queries.
Proactively suggest improvements in service and relations where applicable.
Contribute to a service culture which builds rewarding relationships, proposes innovations and allows others to provide exceptional service.
Minimum Requirements FAIS Compliant in Non-life Commercial product category.
A Valid Driver's License with own reliable transport required for the role.
Skills Education
Matriculation Certificate (Matric)Closing Date
31 December 2023 Old Mutual Limited is pro-vaccination and encourages its workforce to be fully vaccinated against Covid-19. All prospective employees are required to disclose their vaccination status as part of the recruitment process. Please refer to the Old Mutual's Covid-19 vaccination policy for further detail. Kindly note that Old Mutual reserves the right to reinstate the requirement to vaccinate at any point if it is of the view that it is imperative to do so.
0:00 / 2:21 About Us Old Mutual is a premium African financial services organisation that offers a broad spectrum of financial solutions to retail and corporate customers across key market segments in 14 countries. The lines of business include Life and Savings, Property and Casualty, Asset Management and Banking and Lending.
We are rooted in our purpose of Championing Mutually Positive Futures Every Day and believe that a great customer experience is anchored in a great employee experience.
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