Marketer- JHB at Santam Insurance

CAREER OPPORTUNITY

• 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 which will be based in Wanderers Office Park.

KEY RESPONSIBILITIES

• Generating new business growth
• Understanding insurance risks
• Comprehension of policy wordings
• Training brokers on insurance products
• Hosting of functions (Candidate should be well spoken and presentable)
• Road-trip preparation and scheduling of meetings with clients
• PowerPoint presentation preparation
• Solving queries on instructions between various departments
• Accurate loading of quotations
• Material Preparation for training functions
• Broker premium consolidation
• Broker information consolidation
• Broker target consolidation
• Broker area distribution
• Renewal preparation monthly
• Research for Marketing Presentations
• Team coordination within the marketing department
• Ad Hoc Functions
• Filing
• Other ad hoc functions in assisting the department

Other Responsibilities 

• 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 meeting service standards.
• Operationally efficient; able to follow all process requirements.

QUALIFICATIONS AND 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
• Proven record of generating new business growth
• RE5 (Regulatory Examination 5)
• FAIS compliant as representative, not under supervision
• Comprehensive understanding of insurance legislation 
• Minimum of 5 years of short-term underwriting/sales insurance experience
• 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

GENERIC SKILLS

• 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.