Sales Support: Independent Broker Advisor at OUTsurance

Company Description

OUTsurance is a customer-centric and dynamic financial services company with a global foot print and a proud history of innovation. We are vibrant, successful and values orientated with an awesome dynamic culture encapsulated by the ethos that clients and staff “always get something OUT.” Our success can be attributed, amongst other things, to the outstanding people that work for us.

OUTsurance is a formidable player in the short term insurance market. As a values-based organisation we take our reputation for awesome service and innovation seriously and strive for excellence in all we do.

Job Description

Our business product offering has grown significantly over the years. The Face to Face Distribution Model exists of various channels designed to penetrate and grow OUTsurance’s share of the South African Business Insurance market.

Inherent to the channel of Face to Face Distribution is the administration and supportive role of Sales Support. All Independent Broker quotes and policies and administered by the Face to Face Distribution Sales Support department. The Independent Broker advisors  within the Sales Support department handle quotes and policies of Independent Brokers.

To facilitate this model the Sales Support Department prepares to expand which creates new opportunity. The position of Sales Support: Independent Broker Advisor has developed.

The incumbent of this position will be responsible for a host of Sales Support Administrative and Process related functions with a specific focus on Independent Broker tasks within the Face the Face Distribution portfolio.

Competencies

• Self-starter with the ability to manage multiple tasks within tight deadlines

• Honest and ethical

• Attention to Detail

• Ability to work independently without supervision

• Self-Disciplined

• Results driven

• Able to manage stress and stressful situations

• Interpersonal Skills

• Numeracy Skills

• Communication Skills

• Computer Literacy with strong written communication skills

Responsibilities:

• Provide professional and a high standard of service at all times to all stakeholders, both internally and externally,

• Perform the Independent Broker Advisor and Sales Support Administrative and Process related functions and manage multiple tasks within tight deadlines,

• Executing Broker Quote and Policy related administrative tasks, including but not limited to:

  • Preparing and loading of new quotations;

  • Facilitating and actioning policy amendments and renewals;

  • Prepare correspondence, reports and documents for Brokers and have knowledge of company policies and procedures;

  • Submit requests and/or instruction to other insurance companies, internal and external stakeholders;

  • General administration to further support and leverage the sales process.

• Prepare, submit, track and process reports,

• Ensure thorough understanding of the OUTsurance Personal and Business Products to be positioned as product expert and provide product related advice to Brokers,,

Reporting Lines:

The Sales Support Independent Broker Advisor will report to line management and work closely with the panel of Independent Brokers.

Additional Information:

In accordance with OUTsurance Insurance Company Ltd Employment Equity goals, preference will be given to individuals who meet the job requirements and are from the various designated groups

Qualifications

• Completed Matric or Grade 12,

• Tertiary admin qualification will be an added advantage,

• Policy admin experience will be an added advantage,

• Product knowledge on COM, OBM and OUM will be an added advantage

• The incumbent will need to provide financial advice to clients telephonically and will therefore need to be FAIS accredited to do so.

Additional Information

Competencies and Skills

• Self-starter with the ability to manage multiple tasks within tight deadlines

• Honest and ethical

• Attention to Detail

• Ability to work independently without supervision

• Self-Disciplined

• Results driven

• Able to manage stress and stressful situations

• Interpersonal Skills

• Numeracy Skills

• Communication Skills

• Computer Literacy with strong written communication skills

An ideal candidate will be able to align their personal work values to the OUTsurance values of Awesome Service, Passionate, Honest, Human, Dynamic and Recognition.

 Enthusiastic in dealing with people in a stressful, deadline orientated environment is essential. In accordance with OUTsurance Insurance Company Ltd Employment Equity goals, preference will be given to individuals who meet the job requirements and are from the various designated groups.