Commercial Sales Specialist (National) at Old Mutual South Africa

Job Description

• Provide quality direct sales service that results in the production of
• business from new and existing sources, which contributes to the
• profitability and growth of the company. Manage the end-to-end
• customer experience for new and existing business by providing first line
• support to resolve queries.
• Provide quality direct sales service that results in the production of business from new and existing sources.
• Identify and execute on innovative methods to build own

insurance portfolio.

• Prospect for new clients through networking, cold calling and door to door canvassing.
• Manage and drive portfolio profitability and growth by ensuring that on-going service and support (amendments, renewals, and claims) provided to clients is delivered on time and improves the quality of the business underwritten.
• Conduct a comprehensive risk evaluation for the client.
• Provide solutions to clients by selling non-life products aligned to their needs.
• Continuously build client base to secure future portfolio growth.
• Identify and action on cross & up selling opportunities across all products.
• Sell according to agreed targets for the day, week and month.
• Maintain minimum agreed quote volumes.
• Maintain a minimum agreed quote to sales ratio.
• Maintain an agreed NTU – and Cancellation ratio.
• Perform after sales service tasks according to allocated portfolio of customers.
• Monitor and resolve escalated client queries and complaints timeously.
• Manage relationships with clients and ensure that Service Level Agreement standards are met or exceeded in all engagements.
• Retain existing business including renewal discussion in line business process and FAIS Code of Conduct.
• Create collaborative relationships with other departments (underwriting/pricing, and claims) to determine process improvements designed to enhance the customer experience and create easy, value peace of mind.
• Manage time and workloads to ensure that deadlines and targets are met.

Quality service delivery

• Proactively suggest improvements in service and relations where applicable.
• Contribute to a service culture which builds rewarding relationships, proposes innovations and allows others to provide exceptional service. Cost control and governance adherence
• Proactively ensure use of time, of resources, money, materials or equipment is in line with organisational policies and procedures.
• Comply with corporate governance policies, procedures and standards.
• Operate within agreed mandates.

Quality people practices

• Align own behaviour with the organisation culture and values.
• Share and transfer product, process and systems knowledge to colleagues and team members.
• Collaborate and work with the OMI team to deliver required service levels.
• Actively participate in the OMI team to ensure functional balanced scorecard objectives are achieved.
• Ensure achievement of own performance objectives.
• Actively participate in own professional development and career path.

Skills

Closing Date

• 31 December 2022