Jobs at Old Mutual South Africa

Job Description

• Build and maintain relationships with Brokers / Intermediaries
• Identify innovative methods to maximise broker / intermediary solution sales opportunities within the client portfolio.
• Manage the broker / intermediary solutions embedded with a client and ensure that optimum business flows from the solution.
• Continuously identify new broker / intermediary solution opportunities within the client's environment.
• Identify new potential intermediaries & opportunities for block business & book take overs.
• Prepare for broker / intermediary visits on new business by reviewing large quotations, number of business quotes and conversion ratio data to guide conversations / provide status updates.
• Provide input into the broker / intermediaries' business by sharing analysis and providing recommendations how to grow the book by concentrating on the brokers / intermediaries' strengths in their preferred segments.
• Prepare SWOT analysis on current broker / intermediary portfolio to understand what drives their business.
• Select and apply the optimal strategy and business plan to enable the broker / intermediary to drive growth and profitability on an annual basis.
• Provide analysis at portfolio meetings of the broker / intermediaries performance including explanations and action plans to improve growth and profitability of underperforming portfolios.
• Identify cross & up selling opportunities across all products.
• When portfolio is consistently running at a loss, action must be taken in conjunction with the underwriting team and intermediary.
• Manage the implementation of operating procedures as well as monitor the quality, service standards and operational processes related to the applicable product or solution.
• Collaborate with broker / intermediaries to facilitate multi-product training interventions to create awareness regarding the processes and operational aspects of the different products.
• Make recommendations to improve client service and fair treatment of clients within area of responsibility.

Skills and Experience

• 2-3 years work experience

Education

• Bachelor of Commerce (BCom): Short-Term Insurance

Closing Date: 3 January 2021