Business Development Consultants at RBS

Key Performance Areas & Outputs
Financial Performance

• Achieve and maintain income targets as per budget.
• Contribute to cost-efficiency by minimising general expenses.

Client & Stakeholder Engagement

• Ensure all communications with stakeholders (clients, Account Executives, insurers, etc.) are accurate, timely, professional, and relevant.
• Build and sustain mutually beneficial relationships with internal and external stakeholders.
• Support the achievement of client satisfaction targets for both personal and company-wide performance.

Business Development & Operational Excellence

• Proactively source leads, conduct cold calls, and schedule in-person meetings with potential clients (frequent travel required).
• Respond to general enquiries regarding cover, products, and processes in line with company quality standards.
• Maintain regular contact with clients (dealerships and insurance professionals) to strengthen relationships and identify new business opportunities.
• Conduct thorough needs analysis of client businesses to understand operations, target markets, and strategic fit.
• Prepare and deliver compelling presentations to dealerships showcasing the organisation’s value-added products and services.
• Use deep knowledge of client operations and the insurance market to negotiate favourable terms and service rates.
• Facilitate contract and SLA finalisation with external parties, ensuring internal approvals for non-standard agreements.
• Ensure contracts are properly filed and managed in accordance with company procedures.
• Analyse CRM data to extract insights on service delivery (e.g. conversion rates, turnaround times) and take action to improve performance.
• Collaborate with internal teams to align operations with contractual obligations and enhance service delivery.
• Drive continuous improvement in personal and team performance.
• Comply with company mandates and participate in ad hoc projects.
• Report any suspected fraud, misrepresentation, or dishonesty.
• Maintain accurate records and submit regular reports as required.

Learning & Growth

• Embody the RBS Way by living the organisation’s values.
• Commit to ongoing personal development.
• Share knowledge and insights with team members to foster collective growth.

Requirements

Minimum Qualifications & Skills

• Matric or equivalent qualification.
• Proficient in Microsoft Office and CRM systems.
• Strong presentation and communication skills (verbal and written).
• Valid driver’s license.
• Minimum of 3 years’ experience in a similar role.
• Solid understanding of the short-term insurance industry, including products and services.

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Key Performance Areas & Outputs
Financial Performance

• Achieve and maintain income targets as per budget.
• Contribute to cost-efficiency by minimising general expenses.

Client & Stakeholder Engagement

• Ensure all communications with stakeholders (clients, Account Executives, insurers, etc.) are accurate, timely, professional, and relevant.
• Build and sustain mutually beneficial relationships with internal and external stakeholders.
• Support the achievement of client satisfaction targets for both personal and company-wide performance.

Business Development & Operational Excellence

• Proactively source leads, conduct cold calls, and schedule in-person meetings with potential clients (frequent travel required).
• Respond to general enquiries regarding cover, products, and processes in line with company quality standards.
• Maintain regular contact with clients (dealerships and insurance professionals) to strengthen relationships and identify new business opportunities.
• Conduct thorough needs analysis of client businesses to understand operations, target markets, and strategic fit.
• Prepare and deliver compelling presentations to dealerships showcasing the organisation’s value-added products and services.
• Use deep knowledge of client operations and the insurance market to negotiate favourable terms and service rates.
• Facilitate contract and SLA finalisation with external parties, ensuring internal approvals for non-standard agreements.
• Ensure contracts are properly filed and managed in accordance with company procedures.
• Analyse CRM data to extract insights on service delivery (e.g. conversion rates, turnaround times) and take action to improve performance.
• Collaborate with internal teams to align operations with contractual obligations and enhance service delivery.
• Drive continuous improvement in personal and team performance.
• Comply with company mandates and participate in ad hoc projects.
• Report any suspected fraud, misrepresentation, or dishonesty.
• Maintain accurate records and submit regular reports as required.

Learning & Growth

• Embody the RBS Way by living the organisation’s values.
• Commit to ongoing personal development.
• Share knowledge and insights with team members to foster collective growth.

Requirements

Minimum Qualifications & Skills

• Matric or equivalent qualification.
• Proficient in Microsoft Office and CRM systems.
• Strong presentation and communication skills (verbal and written).
• Valid driver’s license.
• Minimum of 3 years’ experience in a similar role.
• Solid understanding of the short-term insurance industry, including products and services.