Commercial Tied Agent
Old Mutual
2h ago

Your time is now to be your exceptional best at Old Mutual! Job DescriptionProvide quality direct sales service that results in the production of business from new and existing sources, which contributes to the profitability and growth of the company.

Manage the end-to-end customer experience for new and existing business by providing first line support to resolve queries.

Provide quality direct sales service that results in the production of business from new and existing sources. · 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. · Quality service delivery · Proactively suggest improvements in service and relations · where applicable.
  • Contribute to a service culture which builds rewarding · relationships, proposes innovations and allows others to provide · exceptional service.
  • Minimum Requirements · Grade 12 or National Senior Certificate · Appropriate Insurance or Tertiary Qualification · FAIS Compliant in Non-life Commercial product category · Minimum of 2 years’ in non-life insurance (primarily in · Commercial Underwriting) · 3 5 years’ experience in Direct sales providing business to · customer (B2C) solutions · Valid Driver’s Licence with own reliable transport Skills Education Closing Date30 November 2021

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