MiBusiness Insurance Specialist (Western Cape)

Sanlam; Cape Town; Hybrid; ZAR 200 000 - 300 000; Full time

Job summary

A direct financial services company is seeking a full-time Commercial and Personal Lines Insurance Specialist in Cape Town, Western Cape. The role requires identifying clients' insurance needs and selling appropriate policies while providing exceptional service. Ideal candidates must have a minimum of 2 years' experience in the commercial insurance sector and solid negotiation skills. A competitive remuneration model is offered. The position is hybrid and requires reliable transport and a valid driver's license.

Benefits

Competitive remuneration with attractive commission

Qualifications

• Minimum 2 years' experience in the commercial insurance industry.
• Experience in face-to-face business.
• Must have own reliable transport.

Responsibilities

• Identify clients' insurance needs and sell appropriate policies.
• Build and maintain relationships with clients.
• Provide exceptional customer service.

Skills

Client relationship management

Negotiation skills

Customer service

Analytical skills

Education

NQF4/Matric/Standard 10

FAIS credits/Full Insurance Qualifications

Financial Services Board Regulatory Exams (RE5)

Tools

Excel

PowerPoint

Job description

Who are we?

Miway is a direct financial services company. We are passionate about service excellence, convenience and offering our clients superior value products. Our Vision is to be a world-class direct financial services business that offers a complete array of services under one convenient umbrella – all managed online. We are positive that with the right people on board, we will continue to grow and give our clients the freedom to do things their way – free from worry and most importantly at peace with all the “what-ifs” of the world. Company values that every employee subscribes to are: Accountability, Attitude, Energy, Creativity and Professionalism. The ideal candidate is one who has the courage to be bold and subscribes to Miway’s core values! Do you have a positive attitude, love a challenge, treat your colleagues with respect and look for solutions, not problems? If yes, then Miway is the place for you!

What will you do?

We are looking for full-time Commercial and Personal Lines Insurance Specialists to join our team. This role will be hybrid, based in Western Cape.

The Commercial and Personal Lines Insurance Specialist will work with clients to identify their insurance needs and sell appropriate policies. The ideal candidate will be required to build and maintain relationships with clients, provide exceptional customer service and possess strong negotiation skills. The role offers a Competitive Remuneration model with attractive commission and tools of the trade.

Minimum Qualification Required

• NQF4/Matric/Standard 10
• FAIS credits/Full Insurance Qualifications (depending on Dofa)
• Financial Services Board Regulatory Exams (RE5) completed
• Must have your own reliable transport
• Valid code B driver’s license

Minimum Experience

• Minimum 2 years’ experience in the commercial insurance industry
• Minimum 2 years’ experience in face-to-face business

Deliverables include, but will not be limited to

• To deliver on business strategies and key deliverables
• To actively source and grow your portfolio of clients
• To provide world class service to your portfolio of clients, thereby ensuring a low lapse rate
• To screen new business and ensure that your portfolio does not pose a threat to Miway’s risk pool

Competencies Required

• Must be highly proficient in dealing with customers and staff at all levels
• Excellent administrative skills
• Ability to plan and manage time efficiently
• Results oriented
• Self-disciplined and ability to work under pressure
• Self-motivated and desire to excel
• Analytical and organised
• Problem solving skills and solution oriented
• Flexibility
• Ability to multi-task and attention to detail
• Professional and organised
• Excellent Excel and PowerPoint skill

Knowledge and Skills

• New business targets
• New Business processing
• Appointment preparation and making Client appointments and liaison
• Client relationship management

Personal Attributes

• Persuades - Contributing dependently
• Interpersonal savvy - Contributing dependently
• Decision quality - Contributing dependently
• Self-development - Contributing dependently

Build a successful career with us

We’re all about building strong, lasting relationships with our employees. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping our employees to realise their worth. Through its five business clusters – Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.

Core Competencies

• Being resilient - Contributing dependently
• Collaborates - Contributing dependently
• Customer focus - Contributing dependently
• Cultivates innovation - Contributing dependently
• Drives results - Contributing dependently

Turnaround time

The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers.

Our commitment to transformation

At Miway we believe in cultivating a positive and dynamic working environment that gives you freedom and opportunity to succeed. Miway is committed to transformation and embracing diversity. This is what drives us to achieve a multicultural workplace with employment equity as a key goal to create an inclusive workforce, reflective of the demographics of our society.