Commercial Insurance Specialist

Old Mutual South Africa; Durban; On-site; ZAR 200,000 - 300,000; Full time

Job summary

An established insurance company located in Durban is seeking a dedicated sales professional to provide quality service and build a robust insurance portfolio. The ideal candidate will be responsible for client management, driving portfolio profitability, and identifying new business opportunities. Candidates must comply with FAIS regulations and have a valid driver's license. This role offers a chance to shape Africa's story through effective sales strategies.

Qualifications

• FAIS Compliant in Non-life Commercial product category.
• Valid Driver’s License with own reliable transport is required.

Responsibilities

• Provide quality direct sales service to generate business.
• Identify and execute innovative methods to build insurance portfolio.
• Manage and drive portfolio profitability and growth through client support.
• Conduct comprehensive risk evaluations.
• Identify cross and up selling opportunities across all products.

Skills

Building Networks

Business Insight

Effective Communication

Customer Focus

Decision Quality

Accountability

Managing Complexity

Planning and Alignment

Education

Matriculation Certificate

Job description

Let's Write Africa's Story Together!

Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

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 (roles based in Durban)

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

Competencies

Builds Networks

Business Insight

Communicates Effectively

Customer Focus

Decision Quality

Ensures Accountability

Manages Complexity

Plans and Aligns

Education

Matriculation Certificate (Matric)

Closing Date

30 October 2025 , 23:59

The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.

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