New Jobs at 1 Life Insurance

JOB PURPOSE

• Build, maintain and enhance relationships with new and existing External Partners and leveraging their partner relationships in order to deliver end-end business results to ensure optimal business development.

RESPONSIBILITIES

• Broker Customer Service Provide a quality service to Brokers, while identifying opportunities to secure new business or support retention. Responsibilities may include processing cases, dealing with queries and investigating and resolving customer problems. Ensure continuous enforcement of new and existing marketing strategies through Brokers/External Partner relationships. Ensure Brokers/External Partners are continuously up to date with regards to training, products and processes in order to drive sales and ensure adherence to business and statutory requirements. Ensure the 1Life distribution operating model delivers contracted services to new and existing Brokers/External Partners. Enhance Broker/External Partner relationships through continuous motivational sales support and recognition.

Customer Relationships Development

• Make or receive calls (by telephone) to allocated Brokers to generate additional leads and maintain existing ones. Act as a first point of contact for resolving broker queries and complaints. Effectively build, maintain and manage new and existing Broker/External Partner relationships, departmental relationships as well as relationships within the TIH Group. Proactively source new Brokers/External Partners, on-board, grow 1Life’s share of wallet within panel of Brokers/External Partners, provide ongoing support and servicing to Brokers/External Partners paneled. Facilitate the effective resolution of any Broker/External Partner queries or complaints as and when required.

Data Collection & Analysis

• Collate and analyse data using POL360 system to identify trends, opportunities and risks. Involves working independently. Monitor relevant information available in the POL360 system after each contact with a customer to ensure that the organisation maintains turn around time (TAT). Facilitate the effective resolution of any Broker/External Partner queries or complaints as and when required.

Insights and Reporting

• Generate daily, weekly and monthly reports on broker contacts, as well as broker panel performance. Provide daily performance reports on incoming contacts and sales.

Performance Management

• Respond to personal objectives and use performance management systems to improve personal performance. Monitor the performance (panel penetration, ensuring not more than 40% of lapse ratios and NTU ratios) of the Brokers/External Partners. Ensure quarterly targets are met and provide guidance to Brokers/External Partners to ensure sales targets are met.

Work Scheduling

• Design own monthly schedule and, if necessary, assign work to others in order to speed up office workflow and ensure high-priority tasks get done. Leverage all available information from Brokers/External Partners, the industry and internally to ensure constant review departmental processes, systems and protocols to improve efficiencies.

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. Ensure up-to-date financial services industry and market knowledge, as well as internal products and processes are continuously maintained.

Operational Compliance

• Develop knowledge and understanding of the organisation's policies and procedures and of relevant regulatory codes and codes of conduct to ensure own work adheres to those standards. Obtain authorisation from a supervisor or manager for any exceptions from mandatory procedure. Manage & mitigate risks i.e. reputational, quality of business, commission, legislation and fraud, by ensuring sound business practice, procedures and controls are implemented and adhered to within panel of Brokers/External Partners.

BEHAVIORAL COMPETENCIES

Communicates Effectively

• Develops and delivers multi-mode communications that convey a clear understanding of the unique needs of different audiences. For example, listens attentively and takes an interest. Keeps others well informed; conveys information clearly, concisely, and professionally when speaking or writing.

Customer Focus

• Builds strong customer relationships and delivers customer-centric solutions. For example, digs deeply into customer feedback and drives the innovations that can enable the organization to better meet customers' future needs. Frequently adjusts approach to ensure customer needs are met and to improve service.

Ensures Accountability

• Holds self and others accountable to meet commitments. For example, tracks performance and strives to remain effective, learning from both successes and failures. Readily takes on challenges or difficult tasks and has reputation for delivering on commitments.

Drives Results

• Consistently achieves results, even under tough circumstances. For example, regularly pushes self to achieve outstanding outcomes; consistently establishes bold goals for own performance; is passionate about excellent results and significant contributions. Shows great tenacity to complete goals/initiatives in a timely way.

Plans and Aligns

• Plans and prioritizes work to meet commitments aligned with organizational goals. For example, outlines clear plans that put actions in a logical sequence; conveys some time frames. Aligns own work with relevant workgroups. Takes some steps to reduce bottlenecks and speed up the work.

Job Requirements
EDUCATION

General Education

• Grade 12/ SAQA Accredited Equivalent (Essential)
• BCom or similar qualification (Advantageous)

EXPERIENCE General

• Experience 3-4 years experience in sales and distribution in long-term insurance (Essential)
• Experience in marketing or sales in banking / financial / insurance / business services (Advantageous)

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Job Description
Sales Consultant - Outbound

We are looking for an individual who is fluent in Afrikaans to:

• Conduct outbound policy sales. Initiate the customer relationship and meet various KPIs. Connect with the customer, conduct needs analysis and propose customer solutions. Consultant requires a solid knowledge of products and market; their characteristics include a focus on growth of the brand.
• This position is permanent position with benefits like Medical Aid and Provident Fund.
• Don't miss this exceptional opportunity to join a prestigious team and make a significant impact in the insurance industry. Apply now and unlock your full potential.

Job Requirements
Experience

• 2 or more call Centre sales experience in the insurance industry (Long Term)

Qualification Required

• Matric (Grade 12)
• FAIS Credits or in progress with DOFA
• Class of Business (advantageous)

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Job Description
Responsibilities

Leadership and Direction

• Explain the action plan to support the sales agents in their understanding of what needs to be done and and how this relates to the broader business plan and the organization's strategy, mission and vision; motivate people to achieve business goals.

Performance Management

• Monitor the performance of the team; allocate work and review completion, take appropriate corrective action to ensure timeliness and quality; contribute to formal individual performance management and appraisal.

Organizational Capability Building

• Use the organization's formal development framework to identify the team's individual development needs. Plan and implement actions to build their capabilities. Provide training or coaching to others throughout the organization in own area of expertise to enable others to improve performance and fulfill personal potential.

Customer Relationship Management (CRM) Data

• Ensure that the sales agents maintain up-to-date customer relationship management data, identifying and resolving issues.

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 and escalating issues as appropriate.

Personal Capability Building

• Maintain an understanding of accreditation, external regulation, and industry best practices through ongoing assessments, training and education.

Data Collection & Analysis

• Collate and analyze data using pre-set tools, methods and formats. Involves working independently.

TECHNICAL COMPETENCIES Verbal Communication

• Apply comprehensive knowledge and provide guidance and training to others on how to use clear and effective verbal communications skills to express ideas, request actions and formulate plans or policies.

Action Planning

• Provide technical guidance when required to develop appropriate plans or perform necessary actions based on recommendations and requirements.

Planning and Organizing

• Plan, organize, prioritize and oversee activities to efficiently meet business objectives. Provide technical guidance when required.

Computer skills

• Support business processes and understand and effectively use standard office equipment and standard software packages, while providing technical guidance as needed.

Microsoft Office Suite

• Sales Planning and Coordination
• Work with guidance to plan and coordinate effective sales campaigns and related initiatives to achieve the best possible returns.

Policy and Regulation

• Work with guidance to interpret and apply knowledge of laws, regulations and policies in area of expertise.

Policy and procedures

• Provides technical guidance when required to monitor, interpret and understand policies and procedures, while making sure they match organizational strategies and objectives.

BE UNSTOPPABLE

Job Requirements
Must have Non Negotiable:

EDUCATION

• Grade 12/ SAQA Accredited Equivalent (Essential)
• FAIS recognized qualification or Wealth Management Qualification (Essential)
• RE 5 (Essential)
• Degree/Diploma in Business Management (Advantageous)

EXPERIENCE

• 3 or more years experience in a sales call centre environment (Essential)
• 2 years Long-term Insurance experience (Essential)
• 2 years managing and or leading a team of agents

Managerial Experience

• 3 or more years experience supervising and directing people (Essential)