MiBusiness Insurance Specialist (Western Cape) at Sanlam Group

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 Specialists 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. Competitive remuneration model with attractive commission and tools of the trade.

What will make you successful in this role?

• NQF4/Matric/Standard 10
• 60 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
• Must reside in Western Cape

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 
• Write a min of R13500 new business premium per month
• 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

 
Minimum experience required

• Minimum 1-2 years’ experience in the commercial insurance industry
• Minimum 2 years’ experience in face-to-face business

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