Senior Sales Consulant at Old Mutual South Africa

Job Description

Requirements:

• Grade 12 with Insurance Level IV qualification. 
• Relevant tertiary qualification would be advantageous
• 5 – 8 years' experience in Underwriting and leading a team of Portfolio Managers.
• 3 – 5 years' experience in insurance sales.

Language:

• English and Afrikaans

Job Responsibilities

• Execution of the On-Platform Business Solutions growth and profitability drivers and enhance the organisations presence and reputation within the general insurance industry. Deliver channel value proposition to build and cement relationships in portfolio of brokers.
• Execution of the On-Platform Business Solutions growth and profitability drivers and enhance the organisations presence and reputation within the general insurance industry.
• Deliver consistent growth on Gross Written Premium (Monthly / Quarterly / Annually) through ensuring quotes and sales are continuously hitting planned targets.
• Proactively monitor sales trends and identify and implement corrective actions as required. (i.e. drive new business by managing quotations and conversion ratios to guide conversations / provide status updates)
• Deliver profitability and growth targets by ensuring that services and solutions provided to our brokers within the candidate’s portfolio meets or exceeds defined service level agreements.
• Deliver on coordinated business development opportunities.
• Support the Senior Relationship Manager make and deliver presentations to brokers to ensure alignment of broker and insurer goals and objectives and clearly present the economic result of the business relationship between the two parties.
• Ensure statutory and legislative knowledge is always current in order to resolve broker issues, queries as well as customer complaints.
• Be able to advise the business on corrective solutions to mitigate compliance and business risks and to improve the customer experience whilst complying with governance requirements.
• Ensure adherence to contract rights and obligations, organisational policies, practices and procedures.
• Ensure and execute, where necessary, the audit findings are remediated within agreed timelines.
• Ensure a consistent, detailed understanding amongst your peers within the team that business development targets, goals, performance levels, products, business rules and conditions.
• Explore as well as drive opportunities to improve and expand product and service offerings.
• Collaborate with PLCC, Centre of Excellence Underwriting, Sales a and Services Operations and Claims to develop or enhance the current underwriting strategy with the intent to manage the risk and quality of the business being underwritten, while driving growth targets.
• Lead the implementation of measures that monitor the quality and speed of services provided to brokers / customers.
• Agree and drive targets with brokers to achieve growth and profitability budgets
• Identify cross & up selling opportunities across all products.
• Continuous improvement to ensure effective service
• Deliver on campaigns and interventions in line with opportunities, available resources, product scope and best practices.
• Lead the measurement, assessment and reporting on the performance of the portfolio.
• Drive the efficiencies that are required from on-platform activities by brokers.
• Ensure that any duplication or wastage is eliminated from the processes within the portfolio.
• Service delivery to ensure customer satisfaction
• Maintain service, quality and desired outputs across the business process by ensuring compliance to tactical policies, procedures and standards.
• Establish productive operational relationships with key stakeholders in the various channels and administrative teams.
• Develop work routines in line with operational plans / schedules in order to manage achievement of service delivery goals.
• Share knowledge on, and participate in the creation of new standards, control systems and procedures to maintain service delivery.
• Ensure cost efficiency through financial and corporate governance
• Contribute to the development and implementation of fit for purpose budgets.
• Manage supplier relationships, and budgets associated with projects.
• Manage quality people practices
• Align own behaviour with the organisation culture and values.
• Share and transfer multiple product, process and systems knowledge to colleagues and team members.
• Collaborate and work with the business to deliver required quotes, sales as well as service levels.
• Actively share information with other team members regarding successes, issues, trends and ideas.

Skills

Competencies

• Builds Networks
• Business Insight
• Communicates Effectively
• Customer Focus
• Decision Quality
• Ensures Accountability
• Manages Complexity
• Optimizes Work Processes

Education

• NQF Level 7 - Degree, Advance Diploma or Postgraduate Certificate or equivalent