Insurance Broker Sales Specialist - Inbound & Underwriting

Sanlam; Midrand; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A financial services organization based in Midrand is seeking a passionate individual for the Broker Client Services team. The ideal candidate will be responsible for handling incoming queries, assisting brokers with quotes and policies, and achieving sales targets. Candidates must hold the Regulatory Exam (RE 5) and have a minimum of 3 years’ experience in the call center and short-term insurance sector. This role offers an opportunity to make significant contributions to customer engagement and compliance processes.

Benefits

Professional development opportunities

Inclusive workplace environment

Competitive remuneration

Qualifications

• Minimum 3 years inbound call centre and broker experience.
• Minimum 3 years short term insurance experience.

Responsibilities

• Attend to incoming queries from brokers and clients.
• Assist brokers with quotes and underwriting policies.
• Generate new policy sales and follow up on leads.

Skills

Problem solving skills

Attention to detail

Customer focus

Effective communication

Education

Regulatory Exam (RE 5)

Matric / NQF 4

Full FAIS Credits

Job description

A financial services organization based in Midrand is seeking a passionate individual for the Broker Client Services team. The ideal candidate will be responsible for handling incoming queries, assisting brokers with quotes and policies, and achieving sales targets. Candidates must hold the Regulatory Exam (RE 5) and have a minimum of 3 years’ experience in the call center and short-term insurance sector. This role offers an opportunity to make significant contributions to customer engagement and compliance processes.