OLD MUTUAL INSURANCE: Commercial Insurance Specialist

INTRODUCTION

Have you got what it takes to work for one of the top financial services companies? If so, you’ve come to the right spot. Old Mutual has something to offer everyone, regardless of experience level or time since graduation, who is looking to further their career. Jobs in actuarial science, investments, accounting, law, marketing, IT, sales, and other areas are available. Give us a try; we might end up being your next employer.

Job Description

Providing excellent direct sales support generates business from both new and existing sources, boosting the company’s profitability and expansion. Deliver high-caliber direct sales support to generate business from both current and potential clients.

The potential candidate should be able to do the following:

• Identify and execute on innovative methods to build own insurance portfolio.

• Prospect for new clients through networking, cold-calling and door to door canvassing.

• Manage and drive portfolio profitability and growth by ensuring that on-going service and support (amendments, renewals, and claims) provided to clients is delivered on time and improves the quality of the business underwritten

• Conduct a comprehensive risk evaluation for the client.

• Provide solutions to clients by selling non-life products aligned to their needs.

• Continuously build client base to secure future portfolio growth.

• Identify and action on cross & up selling opportunities across all products.

• Sell according to agreed targets for the day, week and month.

• Maintain minimum agreed quote volumes.

• Maintain a minimum agreed quote to sales ratio.

• Maintain an agreed NTU – and Cancellation ratio.

• Perform after sales service tasks according to allocated portfolio of customers.

• Monitor and resolve escalated client queries and complaints timeously.

• Manage relationships with clients and ensure that Service Level Agreement standards are met or exceeded in all engagements.

• Retain existing business including renewal discussion in line business process and FAIS Code of Conduct.

• Create collaborative relationships with other departments (underwriting/pricing, and claims) to determine process improvements designed to enhance the customer experience and create easy, value peace of mind.

• Manage time and workloads to ensure that deadlines and targets are met.

Minimum Requirements

In the non-life commercial product category, FAIS compliant.

For this position, a legitimate Driver’s License and a dependable personal mode of transportation are essential.

Matriculation Certificate (Matric)

The appointment will be made from the designated group in accordance with Old Mutual South Africa’s Employment Equity Plan and the particular business unit in question. Old Mutual Limited supports immunization and encourages all of its employees to receive the full Covid-19 vaccine.

During the hiring process, all potential employees must reveal whether or not they have received vaccinations. For additional information, kindly consult Old Mutual’s Covid-19 vaccination policy. Please be advised that Old Mutual maintains the right to reintroduce the vaccination requirement at any time should it determine that it is necessary.

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