Old Mutual Limited (OML) is a premium African financial services group that offers a broad spectrum of financial solutions to retail and corporate customers across key markets in 14 countries.
Read more about this company
What is required of you?
Role Description / Key Performance Areas
- Sales agents are responsible for building and maintaining their own client base, marketing and selling the Old Mutual product and contributing to the financial wellbeing of the community.
What do we need from you?
- A grade 12 (Matric) certificate
- A clear credit and criminal record
- 6-12 months sales / retail experience is advantageous but not essential
- Proven digital literacy (MS Office, WhatsApp, etc.)
- Excellent communication and numeracy skills
- A flair, a passion and high energy for sales and achieving targets
- High attention to detail and a self-driven performer
Personal Qualities
- Target and Goal Driven
- Client service orientated
- Adhering to Company values and policies
- Good business acumen
- Proactive
- Ability to influence
- Confident decision making
- Ability to handle pressure and set backs
- Good interpersonal skills
- Trustworthy
- Good time management skills
- Resilience
Closing Date
go to method of application »
What is required of you?
Role Description / Key Performance Areas
- Sales agents are responsible for building and maintaining their own client base, marketing and selling the Old Mutual product and contributing to the financial wellbeing of the community.
What do we need from you?
- A grade 12 (Matric) certificate
- A clear credit and criminal record
- 6-12 months sales / retail experience is advantageous but not essential
- Proven digital literacy (MS Office, WhatsApp, etc.)
- Excellent communication and numeracy skills
- A flair, a passion and high energy for sales and achieving targets
- High attention to detail and a self-driven performer
Personal Qualities
- Target and Goal Driven
- Client service orientated
- Adhering to Company values and policies
- Good business acumen
- Proactive
- Ability to influence
- Confident decision making
- Ability to handle pressure and set backs
- Good interpersonal skills
- Trustworthy
- Good time management skills
- Resilience
Closing Date
go to method of application »
What is required of you?
Role Description / Key Performance Areas
- Sales agents are responsible for building and maintaining their own client base, marketing and selling the Old Mutual product and contributing to the financial wellbeing of the community.
What do we need from you?
- A grade 12 (Matric) certificate
- A clear credit and criminal record
- 6-12 months sales / retail experience is advantageous but not essential
- Proven digital literacy (MS Office, WhatsApp, etc.)
- Excellent communication and numeracy skills
- A flair, a passion and high energy for sales and achieving targets
- High attention to detail and a self-driven performer
Personal Qualities
- Target and Goal Driven
- Client service orientated
- Adhering to Company values and policies
- Good business acumen
- Proactive
- Ability to influence
- Confident decision making
- Ability to handle pressure and set backs
- Good interpersonal skills
- Trustworthy
- Good time management skills
- Resilience
Closing Date
go to method of application »
What is required of you?
Role Description / Key Performance Areas
- Sales agents are responsible for building and maintaining their own client base, marketing and selling the Old Mutual product and contributing to the financial wellbeing of the community.
What do we need from you?
- A grade 12 (Matric) certificate
- A clear credit and criminal record
- 6-12 months sales / retail experience is advantageous but not essential
- Proven digital literacy (MS Office, WhatsApp, etc.)
- Excellent communication and numeracy skills
- A flair, a passion and high energy for sales and achieving targets
- High attention to detail and a self-driven performer
Personal Qualities
- Target and Goal Driven
- Client service orientated
- Adhering to Company values and policies
- Good business acumen
- Proactive
- Ability to influence
- Confident decision making
- Ability to handle pressure and set backs
- Good interpersonal skills
- Trustworthy
- Good time management skills
- Resilience
Closing Date
go to method of application »
What is required of you?
Role Description / Key Performance Areas
- Sales agents are responsible for building and maintaining their own client base, marketing and selling the Old Mutual product and contributing to the financial wellbeing of the community.
What do we need from you?
- A grade 12 (Matric) certificate
- A clear credit and criminal record
- 6-12 months sales / retail experience is advantageous but not essential
- Proven digital literacy (MS Office, WhatsApp, etc.)
- Excellent communication and numeracy skills
- A flair, a passion and high energy for sales and achieving targets
- High attention to detail and a self-driven performer
Personal Qualities
- Target and Goal Driven
- Client service orientated
- Adhering to Company values and policies
- Good business acumen
- Proactive
- Ability to influence
- Confident decision making
- Ability to handle pressure and set backs
- Good interpersonal skills
- Trustworthy
- Good time management skills
- Resilience
Closing Date
go to method of application »
What is required of you?
Role Description / Key Performance Areas
- Sales agents are responsible for building and maintaining their own client base, marketing and selling the Old Mutual product and contributing to the financial wellbeing of the community.
What do we need from you?
- A grade 12 (Matric) certificate
- A clear credit and criminal record
- 6-12 months sales / retail experience is advantageous but not essential
- Proven digital literacy (MS Office, WhatsApp, etc.)
- Excellent communication and numeracy skills
- A flair, a passion and high energy for sales and achieving targets
- High attention to detail and a self-driven performer
Personal Qualities
- Target and Goal Driven
- Client service orientated
- Adhering to Company values and policies
- Good business acumen
- Proactive
- Ability to influence
- Confident decision making
- Ability to handle pressure and set backs
- Good interpersonal skills
- Trustworthy
- Good time management skills
- Resilience
Closing Date
go to method of application »
What is required of you?
Role Description / Key Performance Areas
- Sales agents are responsible for building and maintaining their own client base, marketing and selling the Old Mutual product and contributing to the financial wellbeing of the community.
What do we need from you?
- A grade 12 (Matric) certificate
- A clear credit and criminal record
- 6-12 months sales / retail experience is advantageous but not essential
- Proven digital literacy (MS Office, WhatsApp, etc.)
- Excellent communication and numeracy skills
- A flair, a passion and high energy for sales and achieving targets
- High attention to detail and a self-driven performer
Personal Qualities
- Target and Goal Driven
- Client service orientated
- Adhering to Company values and policies
- Good business acumen
- Proactive
- Ability to influence
- Confident decision making
- Ability to handle pressure and set backs
- Good interpersonal skills
- Trustworthy
- Good time management skills
- Resilience
Closing Date
go to method of application »
What is required of you?
Role Description / Key Performance Areas
- Sales agents are responsible for building and maintaining their own client base, marketing and selling the Old Mutual product and contributing to the financial wellbeing of the community.
What do we need from you?
- A grade 12 (Matric) certificate
- A clear credit and criminal record
- 6-12 months sales / retail experience is advantageous but not essential
- Proven digital literacy (MS Office, WhatsApp, etc.)
- Excellent communication and numeracy skills
- A flair, a passion and high energy for sales and achieving targets
- High attention to detail and a self-driven performer
Personal Qualities
- Target and Goal Driven
- Client service orientated
- Adhering to Company values and policies
- Good business acumen
- Proactive
- Ability to influence
- Confident decision making
- Ability to handle pressure and set backs
- Good interpersonal skills
- Trustworthy
- Good time management skills
- Resilience
Closing Date
go to method of application »
Job Description
- To provide quality sales service that results in the production of business from new and existing sources which contributes to the profitability and growth of the company.
To generate and conclude sales from new and existing client sources
- Handle incoming and outgoing sales calls in accordance with predetermined schedules, campaigns and targets.
- Telephonically guide customers through the product offering, pricing, terms and conditions.
- Provide accurate and efficient quotation/s to customers.
- Maintain an agreed lead to sale ratio.
- Maintain an agreed lead to quote ratio.
- Maintain an agreed quote to sale ratio.
- Required to work shifts as scheduled.
- Manage all allocated leads.
- Sell according to agreed targets for the day.
- Maintain a 90% QA average on all calls.
- Accurately and efficiently capture all customer data.
- Finalise calls at point of contact, where possible.
- Forward accurate policy documents to customers within mandated timeframes.
- Deal with all customers in a professional manner in strict accordance with businesses culture, products and quality standards.
- Manage time and workloads to ensure that deadlines and targets are met.
- Demonstrate an excellent knowledge of the business product offerings, campaigns, rules and conditions in order to recommend the right solution to the customer.
Quality service delivery
- Provide customer services in line with quality and performance standards.
- Build positive customer relations and solve or escalate customer queries and complaints.
- Gather feedback on customer satisfaction and report to the relevant parties.
- Proactively suggest improvements in customer service and relations where applicable.
- Contribute to a service culture which builds rewarding relationships, proposes innovations and allows others to provide exceptional client service.
Cost control and governance adherence
- Proactively ensure use of time, of resources, money, materials or equipment is in line with organisational policies and procedures.
- Comply with corporate governance policies, procedures and standards.
- Operate within agreed mandates.
Quality people practices
- Align own behaviour with the organisation culture and values.
- Share and transfer product, process and systems knowledge to colleagues.
- Collaborate and work with the iWYZE team to deliver required service levels.
- Actively participate in the iWYZE team to ensure functional balanced scorecard objectives are achieved.
- Ensure achievement of own performance objectives.
- Actively share information with other team members regarding successes, issues, trends and ideas.
- Actively participate in own professional development and career
- Grade 12
- Appropriate insurance qualification (FAIS & RE non-negotiable)
- 2 years’ experience working in a call centre.
- Long Term Insurance experience would be advantageous.
Skills
- Accounting
- Action Planning
- Computer Literacy
- Data Analysis
- Database Reporting
- Data Compilation
- Data Interpretations
- Evaluating Information
- Management Reporting
- Numerical Aptitude
- Oral Communications
- Professional Presentation
- Report Review
- Sales Software
- Statistical Analysis Techniques
Competencies
- Communicates Effectively
- Customer Focus
- Decision Quality
- Ensures Accountability
- Manages Complexity
- Optimizes Work Processes
- Plans and Aligns
- Tech Savvy
Education
- NQF Level 3 & NQF Level 2 - Below school leaving
Closing Date
go to method of application »
Responsibilities
Client Issue Diagnosis
- Collate and conduct initial analysis of the information gathered through interviews and research to support the diagnosis of underlying client issues and problems and the design of single solutions.
Customer Service
- Provide a quality service to customers while identifying opportunities to secure new business or support retention. Responsibilities may include processing cases, dealing with complex queries, and investigating and resolving customer problems.
Community of Practice Management
- Participate in a community of practice in a defined area of expertise or consulting to begin to build own expertise.
Product/Service Information
- Provide advanced product/service information.
Data Collection and Analysis
- Extract relevant data from information provided by others, and input it into spreadsheets or standard formats.
Knowledge Management
- Collect and create content, best practices, and case studies to capture and share knowledge.
Personal Capability Building
- Develop and maintain excellent process or technical skills by participating in assessment and development planning activities as well as formal and informal training and coaching.
Solutions Analysis
- Find the most effective ways to respond to routine functional inquiries. Involves following procedures and precedents.
Operational Compliance
- Develop working knowledge of the organization's policies and procedures and of regulatory codes and codes of conduct relevant to own work, adhering to mandatory procedures to ensure own work is undertaken to the required standards.
Improvement/Innovation
- Support others by implementing improvements and carrying out simple change management tasks.
Skills
- Action Planning
- Analytical Thinking
- Business Case Development
- Current State Assessment
- Customer Service
- Customer Service Delivery
- Customer Service Operations
- Data Compilation
- Data Modeling
- Developing Creative Solutions
- Evaluating Information
- Legal Practices
- Oral Communications
- Service to Sales
- Solution Analysis
Education
- NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent
go to method of application »
Role Summary
- The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing "fit for purpose" financial plans and solutions.
- Responsible for the procurement of new business
- Expand sales of products and services with existing customers
- Work mainly on own leads
Skills
- Building Trust
- Consultative Selling
- Customer-Focused
- Customer Service
- Customer Understanding
- Direct Selling
- Identifying Sales Opportunities
- Oral Communications
- Probing Questions
- Qualifying Prospects
- Sales Data Management
- Sales Software
- Strategic Selling
- Strengthening Customer Relationships
Competencies
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Drives Results
- Ensures Accountability
Education
- Matriculation Certificate (Matric)
Closing Date
go to method of application »
Job Description
- Provide technical underwriting expertise with a clear focus on growth, profitability, efficiency and customer satisfaction.
- Drive profit and premium growth for the region by executing the organisational business plans.
Provide technical underwriting expertise with a clear focus on growth, profitability, efficiency and customer satisfaction
- Quotes, prices and underwrites new and renewal policies and endorsements within mandate.
- Engage with brokers to follow-up and manage conversion of large and complex quotes.
- Engage with brokers to follow-up and manage renewals on large and complex quotes.
- Perform analysis of complex account renewals by combining research outcomes, past experience, intuition and commercial / business acumen and prepare renewal terms to be discussed with brokers.
- Works with the team to provide solutions for brokers and end-customers to increase portfolio profitability and growth by understanding the customer needs.
- Discuss and explain less complex Risk Reduction Requirements (RRR) from survey reports and negotiate with brokers to obtain buy-in.
- Provide technical underwriting expertise to address technical enquiries.
- Engagement may include site visits with surveyors to get a better understanding of the exposure.
- Complete reinsurance calculations, monitor and track accurate and timeous placement of reinsurance.
- Drive profit and premium growth for the region by executing the organisational business plans.
- Analyses quality and quantity of risks underwritten and prepare reports that review broker / intermediate books and profit / growth trends with recommended action plans.
- Monitors market conditions, competitive landscape and researches risk, environment and factors necessary to grow new business of identified accounts.
- Analyses multi-claimants, identifying problems within the portfolio and proposed action plans to address / rectify multi-claimant performance.
- Monitors risk selection and pricing decisions at an individual account level.
- Resolves above mandate referrals by combining research outcomes, past experience, intuition and commercial / business acumen to fully understand the risk and the impact of the referral.
- Monitor and track compliance to underwriting guidelines and make recommendations to senior management to mitigate any risks identified.
Continuous improvement to ensure effective service
- Ensure statutory and legislative knowledge is always current in order to resolve customer complaints, to advise the business on corrective solutions to mitigate risks and to improve the customer experience whilst complying with governance requirements.
- Ensure adherence to organisational policies, practices, guides, mandates and procedures.
- Identify solutions to enhance cost effectiveness and increase operational efficiency.
Service delivery to ensure customer satisfaction
- Maintain service, quality and desired outputs within a specific functional process through ensuring compliance to tactical policies, procedures and standards.
- Establish productive operational relationships with key stakeholders in the various channels and administrative teams.
- Share knowledge on, and participate in the creation of new standards, control systems and procedures to maintain service delivery.
Effective controls to manage risk
- Strictly observe controls identified in the standard processes to ensure operational risks are managed.
- Identify operational risks that exposes the business, and make recommendations to senior management to mitigate any risks.
- Ensure risk events are raised for any breaches or control failures.
- Cost control and governance adherence
- Proactively ensure use of time, resources, money, materials or equipment is in line with policies and procedures.
- Comply with corporate governance policies, procedures and standards.
- Operate within agreed mandates.
Quality people practices
- Align own behaviour with the organisation culture and values.
- Share and transfer product, process and systems knowledge to colleagues.
- Ensure achievement of own performance objectives.
- Actively share information with other team members regarding successes, issues, trends and ideas.
- Actively participate in own professional development and career path.
- Actively promote a culture of learning and high performance culture amongst team members (including Servicing & Sales and Distribution).
Experience Knowledge & Skills Required
- 3 – 5 years’ experience in commercial or Agri underwriting.
- Bachelor degree and/or equivalent NQF Level 5 (Licentiate or higher) qualification in general insurance advantageous.
- Knowledge of Assets All Risk wordings advantageous.
Skills
- Action Planning
- Compliance Software
- Computer Literacy
- Crisis Management
- Data Compilation
- Data Controls
- Legal Practices
- Management Reporting
- Numerical Aptitude
- Oral Communications
- Professional Presentation
- Regulatory Compliance Management
- Risk Management
- Underwriting Management
Competencies
- Action Oriented
- Business Insight
- Collaborates
- Communicates Effectively
- Decision Quality
- Ensures Accountability
- Financial Acumen
- Instills Trust
Education
- NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent
Closing Date
go to method of application »
Job Description
- Provide technical underwriting expertise with a clear focus on growth, profitability, efficiency and customer satisfaction.
- Drive profit and premium growth for the region by executing the organisational business plans.
Provide technical underwriting expertise with a clear focus on growth, profitability, efficiency and customer satisfaction
- Quotes, prices and underwrites new and renewal policies and endorsements within mandate.
- Engage with brokers to follow-up and manage conversion of large and complex quotes.
- Engage with brokers to follow-up and manage renewals on large and complex quotes.
- Perform analysis of complex account renewals by combining research outcomes, past experience, intuition and commercial / business acumen and prepare renewal terms to be discussed with brokers.
- Works with the team to provide solutions for brokers and end-customers to increase portfolio profitability and growth by understanding the customer needs.
- Discuss and explain less complex Risk Reduction Requirements (RRR) from survey reports and negotiate with brokers to obtain buy-in.
- Provide technical underwriting expertise to address technical enquiries.
- Engagement may include site visits with surveyors to get a better understanding of the exposure.
- Complete reinsurance calculations, monitor and track accurate and timeous placement of reinsurance.
- Drive profit and premium growth for the region by executing the organisational business plans.
- Analyses quality and quantity of risks underwritten and prepare reports that review broker / intermediate books and profit / growth trends with recommended action plans.
- Monitors market conditions, competitive landscape and researches risk, environment and factors necessary to grow new business of identified accounts.
- Analyses multi-claimants, identifying problems within the portfolio and proposed action plans to address / rectify multi-claimant performance.
- Monitors risk selection and pricing decisions at an individual account level.
- Resolves above mandate referrals by combining research outcomes, past experience, intuition and commercial / business acumen to fully understand the risk and the impact of the referral.
- Monitor and track compliance to underwriting guidelines and make recommendations to senior management to mitigate any risks identified.
Continuous improvement to ensure effective service
- Ensure statutory and legislative knowledge is always current in order to resolve customer complaints, to advise the business on corrective solutions to mitigate risks and to improve the customer experience whilst complying with governance requirements.
- Ensure adherence to organisational policies, practices, guides, mandates and procedures.
- Identify solutions to enhance cost effectiveness and increase operational efficiency.
Service delivery to ensure customer satisfaction
- Maintain service, quality and desired outputs within a specific functional process through ensuring compliance to tactical policies, procedures and standards.
- Establish productive operational relationships with key stakeholders in the various channels and administrative teams.
- Share knowledge on, and participate in the creation of new standards, control systems and procedures to maintain service delivery.
Effective controls to manage risk
- Strictly observe controls identified in the standard processes to ensure operational risks are managed.
- Identify operational risks that exposes the business, and make recommendations to senior management to mitigate any risks.
- Ensure risk events are raised for any breaches or control failures.
- Cost control and governance adherence
- Proactively ensure use of time, resources, money, materials or equipment is in line with policies and procedures.
- Comply with corporate governance policies, procedures and standards.
- Operate within agreed mandates.
Quality people practices
- Align own behaviour with the organisation culture and values.
- Share and transfer product, process and systems knowledge to colleagues.
- Ensure achievement of own performance objectives.
- Actively share information with other team members regarding successes, issues, trends and ideas.
- Actively participate in own professional development and career path.
- Actively promote a culture of learning and high performance culture amongst team members (including Servicing & Sales and Distribution).
Experience Knowledge & Skills Required
- 3 – 5 years’ experience in commercial or Agri underwriting.
- Bachelor degree and/or equivalent NQF Level 5 (Licentiate or higher) qualification in general insurance advantageous.
- Knowledge of Assets All Risk wordings advantageous.
Skills
- Action Planning
- Compliance Software
- Computer Literacy
- Crisis Management
- Data Compilation
- Data Controls
- Legal Practices
- Management Reporting
- Numerical Aptitude
- Oral Communications
- Professional Presentation
- Regulatory Compliance Management
- Risk Management
- Underwriting Management
Competencies
- Action Oriented
- Business Insight
- Collaborates
- Communicates Effectively
- Decision Quality
- Ensures Accountability
- Financial Acumen
- Instills Trust
Education
- NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent
Closing Date
go to method of application »
Job Description
- Provide technical underwriting expertise with a clear focus on growth, profitability, efficiency and customer satisfaction.
- Drive profit and premium growth for the region by executing the organisational business plans.
Provide technical underwriting expertise with a clear focus on growth, profitability, efficiency and customer satisfaction
- Quotes, prices and underwrites new and renewal policies and endorsements within mandate.
- Engage with brokers to follow-up and manage conversion of large and complex quotes.
- Engage with brokers to follow-up and manage renewals on large and complex quotes.
- Perform analysis of complex account renewals by combining research outcomes, past experience, intuition and commercial / business acumen and prepare renewal terms to be discussed with brokers.
- Works with the team to provide solutions for brokers and end-customers to increase portfolio profitability and growth by understanding the customer needs.
- Discuss and explain less complex Risk Reduction Requirements (RRR) from survey reports and negotiate with brokers to obtain buy-in.
- Provide technical underwriting expertise to address technical enquiries.
- Engagement may include site visits with surveyors to get a better understanding of the exposure.
- Complete reinsurance calculations, monitor and track accurate and timeous placement of reinsurance.
- Drive profit and premium growth for the region by executing the organisational business plans.
- Analyses quality and quantity of risks underwritten and prepare reports that review broker / intermediate books and profit / growth trends with recommended action plans.
- Monitors market conditions, competitive landscape and researches risk, environment and factors necessary to grow new business of identified accounts.
- Analyses multi-claimants, identifying problems within the portfolio and proposed action plans to address / rectify multi-claimant performance.
- Monitors risk selection and pricing decisions at an individual account level.
- Resolves above mandate referrals by combining research outcomes, past experience, intuition and commercial / business acumen to fully understand the risk and the impact of the referral.
- Monitor and track compliance to underwriting guidelines and make recommendations to senior management to mitigate any risks identified.
Continuous improvement to ensure effective service
- Ensure statutory and legislative knowledge is always current in order to resolve customer complaints, to advise the business on corrective solutions to mitigate risks and to improve the customer experience whilst complying with governance requirements.
- Ensure adherence to organisational policies, practices, guides, mandates and procedures.
- Identify solutions to enhance cost effectiveness and increase operational efficiency.
Service delivery to ensure customer satisfaction
- Maintain service, quality and desired outputs within a specific functional process through ensuring compliance to tactical policies, procedures and standards.
- Establish productive operational relationships with key stakeholders in the various channels and administrative teams.
- Share knowledge on, and participate in the creation of new standards, control systems and procedures to maintain service delivery.
Effective controls to manage risk
- Strictly observe controls identified in the standard processes to ensure operational risks are managed.
- Identify operational risks that exposes the business, and make recommendations to senior management to mitigate any risks.
- Ensure risk events are raised for any breaches or control failures.
- Cost control and governance adherence
- Proactively ensure use of time, resources, money, materials or equipment is in line with policies and procedures.
- Comply with corporate governance policies, procedures and standards.
- Operate within agreed mandates.
Quality people practices
- Align own behaviour with the organisation culture and values.
- Share and transfer product, process and systems knowledge to colleagues.
- Ensure achievement of own performance objectives.
- Actively share information with other team members regarding successes, issues, trends and ideas.
- Actively participate in own professional development and career path.
- Actively promote a culture of learning and high performance culture amongst team members (including Servicing & Sales and Distribution).
Experience Knowledge & Skills Required
- 5 – 8 years’ experience in commercial or Agri underwriting.
- Experience in Reinsurance placements.
- Bachelor degree and/or equivalent NQF Level 5 (Licentiate or higher) qualification in general insurance advantageous.
- Knowledge of Assets All Risk wordings advantageous.
Skills
- Action Planning
- Compliance Software
- Computer Literacy
- Crisis Management
- Data Compilation
- Data Controls
- Legal Practices
- Management Reporting
- Numerical Aptitude
- Oral Communications
- Professional Presentation
- Regulatory Compliance Management
- Risk Management
- Underwriting Management
Competencies
- Action Oriented
- Business Insight
- Collaborates
- Communicates Effectively
- Decision Quality
- Ensures Accountability
- Financial Acumen
- Instills Trust
Education
- NQF Level 7 - Degree, Advance Diploma or Postgraduate Certificate or equivalent
Closing Date
go to method of application »
Job Description
- Requirements: Matric, Financial Services industry experience advantageous, Clear Credit and Criminal record. Good communication skills (written and verbal), Presentations skills an added advantage
- The incumbent will be responsible for building and maintaining their own client base, marketing and selling the Old Mutual product and contributing to the financial wellbeing of the community.
- Establish sound working relationships and maximises opportunities with prospective clients
- Uses appropriate interpersonal and communication techniques to gain client acceptance
- Works in specific allocated markets
- Works with a specific product
Skills
- Client Base
- Communication
- Marketing
- Sales
Competencies
- Communicates Effectively
- Customer Focus
- Decision Quality
- Ensures Accountability
- Manages Complexity
- Optimizes Work Processes
- Plans and Aligns
- Tech Savvy
Education
- Matriculation Certificate (Matric) (Required)
Closing Date
go to method of application »
MINIMUM:
- Grade 12(Matric)
- Clear Criminal and Credit Record
- A valid Driver’s licence and own car
- A clear criminal and credit check
- Proven computer literacy and digital dexterity
- Excellent communication skills (written and verbal)
- Sound planning and organising abilities
- Ability to collate, analyse and synthesize information
- Entrepreneurial mindset
- Sound business acumen
- GRIT, resilience and tenacity to stay the course.
- Sales orientation
Skills
- Building Trust
- Consultative Selling
- Customer Feedback Management
- Customer-Focused
- Customer Service
- Customer Understanding
- Direct Selling
- Identifying Sales Opportunities
- Oral Communications
- Probing Questions
- Qualifying Prospects
- Sales Data Management
- Sales Software
- Strategic Selling
- Strengthening Customer Relationships
Competencies
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Decision Quality
- Ensures Accountability
Education
- Matriculation Certificate (Matric)
Closing Date
go to method of application »
Job Description
- Provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts.
Responsibilities
Customer Service
- Carry out standard customer service activities and handle simple customer inquiries.
Solutions Analysis
- Assess compliance with established standards and protocols for routine inquiries.
Receiving Visitors
- Receive visitors and assist with various requests for information, referring more complex matters to colleagues.
Customer Relationship Management (CRM) Data
- Ensure that basic customer details held in the system are accurate, and make notes of follow-up actions that have been promised, together with notes of actions taken during each sales call.
Customer Needs Clarification
- Interview the customer, following a multilevel sales script, to clarify the customer's requirements.
Customer Relationship Development / Prospecting
- Make calls (by telephone or in person) to allocated potential customers to develop relationships. Provide a first point of contact for resolving customer queries and complaints.
Operational Compliance
- Follow a range of mandatory procedures to ensure that work is carried out to the required quality standards and/or to ensure adherence to external regulatory codes and internal codes of conduct.
Business Development
- Carry out routine business development support tasks and assist others by following established procedures.
Sales Opportunities Creation
- Identify potential customers by obtaining information, referrals, and recommendations from existing customers.
Data Exploration
- Select appropriate data from information provided by others and input that data into spreadsheets or standard formats.
Network of Influence
- Demonstrate understanding of the value of networking by participating in and contributing to a network of people, technologies, and ideas both inside and outside the company.
Skills
Competencies
- Balances Stakeholders
- Builds Networks
- Communicates Effectively
- Customer Focus
- Ensures Accountability
- Instills Trust
- Interpersonal Savvy
- Manages Complexity
Education
- Matriculation Certificate (Matric) (Required)
Closing Date
go to method of application »
Job Description
- This role prepares monthly reports on all tax aspects and is responsible for the calculation and payment of taxes as well as submission of all tax returns in a business unit. The incumbent is individually accountable for achieving results through own efforts.
Responsibilities:
Tax
- Deliver pre-established outcomes for designated tax areas by working within established tax systems.
Data Collection and Analysis
- Conduct research using primary data sources, and select information needed for the analysis of key themes and trends.
Data Management
- Help others get the most out of data management systems by providing support and advice.
Insights and Reporting
- Contribute to the preparation of various data and analytics reports.
Document Preparation
- Organize and prepare complex documents using a variety of applications for technology devices, such as standard office software.
- Also responsible for gathering and summarizing data for special reports.
Financial Policies, Guidelines, and Protocols
- Contribute to the development and delivery of financial policies, guidelines, and protocols to ensure the company complies with regulations and good financial practice.
Information and Business Advice
- Resolve queries from internal or external customers or suppliers by providing information on complex processes and the related policies, referring issues to others where necessary for interpretation of policy.
Financial Management and Control
- Track progress against budgets within established finance systems and report variances to more senior colleagues.
Operational Compliance
- Identify, within the team, instances of non-compliance with the organization's policies and procedures and/or relevant regulatory codes and codes of conduct, reporting these instances and escalating issues as appropriate.
Personal Capability Building
- Develop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching; gain or maintain external professional accreditation, where relevant, to improve performance and fulfill personal potential.
- Maintain an understanding of relevant technology, external regulation, and industry best practices through ongoing education, attending conferences, and reading specialist media.
Skills
- Data Compilation
- Financial Management
- Management Reporting
- Report Writing, Taxes
Competencies
- Balances Stakeholders
- Collaborates
- Ensures Accountability
- Manages Complexity
- Optimizes Work Processes
- Plans and Aligns
- Tech Savvy
Education
- Bachelor of Commerce (BCom): Taxation (Required)
Closing Date
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Job Description
- Provide technical underwriting expertise with a clear focus on growth, profitability, efficiency and customer satisfaction.
- Drive profit and premium growth for the region by executing the organisational business plans.
Provide technical underwriting expertise with a clear focus on growth, profitability, efficiency and customer satisfaction
- Quotes, prices and underwrites new and renewal policies and endorsements within mandate.
- Engage with brokers to follow-up and manage conversion of large and complex quotes.
- Engage with brokers to follow-up and manage renewals on large and complex quotes.
- Perform analysis of complex account renewals by combining research outcomes, past experience, intuition and commercial / business acumen and prepare renewal terms to be discussed with brokers.
- Works with the team to provide solutions for brokers and end-customers to increase portfolio profitability and growth by understanding the customer needs.
- Discuss and explain less complex Risk Reduction Requirements (RRR) from survey reports and negotiate with brokers to obtain buy-in.
- Provide technical underwriting expertise to address technical enquiries.
- Engagement may include site visits with surveyors to get a better understanding of the exposure.
- Complete reinsurance calculations, monitor and track accurate and timeous placement of reinsurance.
- Drive profit and premium growth for the region by executing the organisational business plans.
- Analyses quality and quantity of risks underwritten and prepare reports that review broker / intermediate books and profit / growth trends with recommended action plans.
- Monitors market conditions, competitive landscape and researches risk, environment and factors necessary to grow new business of identified accounts.
- Analyses multi-claimants, identifying problems within the portfolio and proposed action plans to address / rectify multi-claimant performance.
- Monitors risk selection and pricing decisions at an individual account level.
- Resolves above mandate referrals by combining research outcomes, past experience, intuition and commercial / business acumen to fully understand the risk and the impact of the referral.
- Monitor and track compliance to underwriting guidelines and make recommendations to senior management to mitigate any risks identified.
Continuous improvement to ensure effective service
- Ensure statutory and legislative knowledge is always current in order to resolve customer complaints, to advise the business on corrective solutions to mitigate risks and to improve the customer experience whilst complying with governance requirements.
- Ensure adherence to organisational policies, practices, guides, mandates and procedures.
- Identify solutions to enhance cost effectiveness and increase operational efficiency.
Service delivery to ensure customer satisfaction
- Maintain service, quality and desired outputs within a specific functional process through ensuring compliance to tactical policies, procedures and standards.
- Establish productive operational relationships with key stakeholders in the various channels and administrative teams.
- Share knowledge on, and participate in the creation of new standards, control systems and procedures to maintain service delivery.
Effective controls to manage risk
- Strictly observe controls identified in the standard processes to ensure operational risks are managed.
- Identify operational risks that exposes the business, and make recommendations to senior management to mitigate any risks.
- Ensure risk events are raised for any breaches or control failures.
- Cost control and governance adherence
- Proactively ensure use of time, resources, money, materials or equipment is in line with policies and procedures.
- Comply with corporate governance policies, procedures and standards.
- Operate within agreed mandates.
Quality people practices
- Align own behaviour with the organisation culture and values.
- Share and transfer product, process and systems knowledge to colleagues.
- Ensure achievement of own performance objectives.
- Actively share information with other team members regarding successes, issues, trends and ideas.
- Actively participate in own professional development and career path.
- Actively promote a culture of learning and high performance culture amongst team members (including Servicing & Sales and Distribution).
Experience Knowledge & Skills Required
- 5 – 8 years’ experience in commercial or Agri underwriting.
- Experience in Reinsurance placements.
- Bachelor degree and/or equivalent NQF Level 5 (Licentiate or higher) qualification in general insurance advantageous.
- Knowledge of Assets All Risk wordings advantageous.
Skills
- Action Planning
- Compliance Software
- Computer Literacy
- Crisis Management
- Data Compilation
- Data Controls
- Legal Practices
- Management Reporting
- Numerical Aptitude
- Oral Communications
- Professional Presentation
- Regulatory Compliance Management
- Risk Management
- Underwriting Management
Competencies
- Action Oriented
- Business Insight
- Collaborates
- Communicates Effectively
- Decision Quality
- Ensures Accountability
- Financial Acumen
- Instills Trust
Education
- NQF Level 7 - Degree, Advance Diploma or Postgraduate Certificate or equivalent
Closing Date
go to method of application »
Role Summary
- The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing "fit for purpose" financial plans and solutions.
- Responsible for the procurement of new business
- Expand sales of products and services with existing customers
- Work mainly on own leads
Skills
- Building Trust
- Consultative Selling
- Customer-Focused
- Customer Service
- Customer Understanding
- Direct Selling
- Identifying Sales Opportunities
- Oral Communications
- Probing Questions
- Qualifying Prospects
- Sales Data Management
- Sales Software
- Strategic Selling
- Strengthening Customer Relationships
Competencies
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Drives Results
- Ensures Accountability
Education
- Matriculation Certificate (Matric)
Closing Date
Method of Application
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