Marketer

Sanlam Limited; Gauteng; On-site; ZAR 600 000 - 800 000; Full time

Job summary

A leading financial services provider is seeking a Marketer to enhance business growth through broker management and client relationship maintenance. The ideal candidate has over 5 years in short-term underwriting/sales insurance, and should possess strong administrative, communication, and analytical skills. Relevant qualifications include a BCom or Engineering degree, as well as familiarity with insurance operating systems.

Qualifications

• At least 5 years of short-term underwriting/sales insurance experience.
• 3+ years within underwriting/sales short-term insurance.
• FAIS compliant as representative, not under supervision.

Responsibilities

• Drive new business growth and manage broker relationships.
• Conduct training for brokers on insurance products.
• Prepare and schedule marketing functions.

Skills

Administrative Skills

Analysis and Judgement

Attention to Detail

Client Orientation

Communication Skills

Initiative

Teamwork

Time Management

Computer Literacy

Broker relationships

Education

BCom or Engineering Degree or a construction/engineering-related diploma

Tools

Insurance operating systems

Excel

Word

Outlook

Job description

We have an exciting opportunity for a Marketer within Santam Specialist Solutions.

What will make you successful in this role?

The primary purpose of this position is to drive new business growth, retain clients, manage relationships with new and existing brokers, increase market awareness, and expand the portfolio of brokers.

Key Functions

• New Business / Broker Management
• Generating new business growth
• Understanding insurance risks
• Comprehension of policy wordings
• Training of brokers on insurance products
• Hosting of functions (Candidate should be well spoken and presentable)
• Road-trip preparation and scheduling of meetings with clients
• Accurate loading of quotations
• Material Preparation for training functions
• Broker information consolidation
• Broker target consolidation
• Renewal preparation monthly
• Research for Marketing Presentations
• Team coordination within the marketing department
• Good understanding of the insurance industry market and the terminology used.
• Able to evaluate information from a variety of sources and solve problems.
• Good communication and interpersonal skills; comfortable with phone and face-to-face complex discussions with underwriters, brokers, and any other relevant stakeholders.
• Deadline focused; able to work under pressure to meet tight deadlines and able to organise own workload effectively to prioritise to meet service standards.
• Operationally efficient; able to follow all process requirements.

Qualifications & Experience

• Must have at least 5 years of short-term underwriting / sales insurance experience
• BCom or Engineering Degree or a construction / engineering-related diploma
• Non-Negotiable :
• Must have at least 3 years within underwriting / sales short-term
• Engineering
• insurance experience
• Generating new business growth
• RE5 (Regulatory Examination 5)
• FAIS compliant as representative, not under supervision
• Comprehensive understanding of insurance legislation
• Must have experience with insurance operating systems
• Valid driver's license

Knowledge and Skills

• Administrative Skills
• Analysis and Judgement
• Attention to Detail
• Client Orientation
• Communication Skills
• Initiative
• Teamwork
• Time Management and working under significant pressure
• Generating new business growth
• Broker relationships
• Track record for handling high-pressure work environments
• Computer Literacy
• Strong Communication Skills (Internal & external)
• Competent user of Excel, Word, Outlook, and other Microsoft platforms.