Detailed Description
- To effectively drive and deliver on the segmented model portfolio thus ensuring performance targets are achieved in line with the M&F business strategy.
- Develop optimum relationships with intermediaries and internal role players.
- Ensure continuous strategic and business alignment between intermediary and Mutual & Federal.
- Manage allocated portfolio wrt growth, retention, profitability and any other business relevant factors.
- Ensure positive relationships are built and maintained and excellent customer service is provided to various role players (internal and external).
- Ensure relevant feedback, information and reports are prepared, submitted and presented to various stakeholders on all aspects of growth and profitability.
- Deliver optimal customer experience, quality of service and achievement of personal targets.
- Identify and develop sales opportunities.
- Ensure a consistent and detailed understanding of the sales targets, goals, performance levels, products, business rules and conditions.
- Identify and drive the cost to serve model with relevance to allocated broker segment.
- Identify and drive opportunities to improve and enhance product and service offerings.
- Ensure a consistent detailed understanding amongst brokers of their growth targets, goals, performance levels and available products.
- Resolve customer complaints and queries where necessary.
- Keep abreast of market conditions and trends and relevant industry regulations.
- Management of main critical focus areas on balance sheet.
- Display and deeper understanding of and ability to market effectively all aspects of the business, including UMAs, and Specialist Insurance.
- Optimal use of business tools, such as SFA, BI, CRM on demand to drive relevant business imperatives.
- Control DMA within portfolio.
- Drive increased utilisation of mf online and any other self-service platforms.
- Effective participation in any relevant industry related functions or forums.
Job Requirements
- Grade 12
- NQF Level 4 insurance qualification (Fais compliant)
- Valid driver’s license
- 2 - 3 years commercial underwriting experience
- Minimum of 2 years insurance sales/marketing experience, but 3 – 5 years preferable
- Ability to handle large size and complex accounts
- Computer literate
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