OUTsurance Short Term Broker - Western Cape

OUTsurance; Cape Town; On-site; ZAR 30 000 - 60 000; Full time

Job summary

An established industry player is seeking a dynamic OUTsurance Broker to join their Face-to-Face Distribution team. In this role, you'll be responsible for building and managing your own insurance portfolio, generating new business through innovative sales strategies, and providing exceptional service to clients. This position offers a unique opportunity to thrive in a vibrant environment where your contributions directly impact the success of the business. If you're passionate about client service and have a knack for relationship management, this is the perfect role for you to make a lasting impact.

Qualifications

• Completed Matric or equivalent is essential.
• FAIS credits or full insurance qualifications are required.

Responsibilities

• Generate new business sales through networking and cold calling.
• Conduct risk evaluations and provide tailored insurance solutions.
• Retain existing clients and manage renewal discussions.

Skills

Client Service Management

Sales Generation

Risk Evaluation

Analytical Skills

Relationship Management

Presentation Skills

Education

Completed Matric or National Senior Certificate

FAIS credits or full insurance qualifications

Job description

OUTsurance Short Term Broker - Western Cape

• Full-time
• FAIS: Financial Advice Giving Role
• Skillset: OUTSURANCE BROKER

OUTsurance is a customer-centric and dynamic financial services company with a global footprint and a proud history of innovation. We are vibrant, successful, and values-oriented, with a dynamic culture encapsulated by the ethos that clients and staff “always get something OUT.” Our success can be attributed, among other things, to the outstanding people that work for us.

OUTsurance is a formidable player in the short-term insurance market. As a values-based organization, we take our reputation for excellent service and innovation seriously and strive for excellence in all we do.

Overview and Purpose of the Role:

Our business product offering has grown significantly over the years, leading to the development of the face-to-face distribution channel. The position of OUTsurance Broker (Face to Face) has emerged to facilitate this model.

The incumbent will be responsible for growing and developing the business insurance portfolio. The key responsibilities include:

• Generating new business sales
• Providing client service and management
• Achieving high performance levels

The OUTsurance Broker: Face-to-Face Distribution must align with OUTsurance's culture and values of Awesome Service, Passionate, Honest, Human, Dynamic, and Recognition.

Responsibilities:

• Build your own insurance portfolio by prospecting for new clients through networking, cold calling, and door-to-door canvassing.
• Communicate effectively with internal stakeholders and clients.
• Conduct comprehensive risk evaluations for clients.
• Provide solutions by selling OUTsurance short-term products aligned with client needs.
• Draft, track, and measure personal business plans.
• Offer ongoing service and support to clients (amendments, renewals, claims, etc.).
• Retain existing business, including renewal discussions in line with FAIS.
• Develop internal and external relationships with clients.
• Continuously build your client base to secure future income.
• Stay updated on changes and developments in the commercial insurance market.
• Consistently achieve or exceed targets.
• Provide feedback to management as requested.
• Attend weekly and ad hoc team meetings.
• Collaborate with internal stakeholders such as underwriting, actuarial, claims, and surveying teams.
• Adhere to all quality standards and measures in place.

Qualifications and Experience (Essential):

• Completed Matric or National Senior Certificate
• FAIS credits or full insurance qualifications (depending on Dofa)
• RE5 (depending on Dofa)
• Own reliable transport
• Valid code B driver’s license
• Proficiency in English (verbal and written)
• Numerical and mathematical skills
• Team supervisory skills
• Self-motivated, confident, and enthusiastic
• Ability to work independently and as part of a team
• Analytical and problem-solving skills
• Relationship management skills
• Presentation and facilitation skills
• Resilience and ability to work under pressure
• Flexible and adaptable
• Effective communicator: influential, concise, rational, and practical
• Creative and innovative thinking
• Discretion, judgment, and high trustworthiness

In accordance with OUTsurance's Employment Equity goals, preference will be given to candidates from designated groups who meet the job requirements.

Reporting Lines:

The Commercial Agent: Face-to-Face Distribution reports directly to the Regional Manager and works closely with the wider Face-to-Face Distribution team.