POSITION AVAILABLE FROM 1 MARCH 2018

PURPOSE OF THE ROLE
To increase the Company’s market share by selling appropriate risk solutions to new and existing clients within the Advisory Division. The incumbent will report into the Branch Manager.
External/ Internal factors which influence the work environment, taking into account future conditions and strategic requirements:
o Financial Services Sector
o South African Regulatory framework of insurance / brokerage industry
o Contact Centre
o Competitive environment
o Customer Focus
o Service Excellence
o Target driven environment

CUSTOMERS
Customers to whom the service is rendered / impacted upon:
o External Clients
o Suppliers (Insurers)
o Partnerships
o Internal customers: Company divisions and departments

VALUES
All Company employees are expected to conduct themselves in a manner commensurate with the Company values:

o Innovative – we will continue to strive to find a more effective and efficient way of doing our business. We will continue to look for new opportunities and to reassess our existing business.
o Nurturing – we will ensure that all clients receiving services from The Company will experience the Company’s “Cares” culture
o Driven – we will ensure that all personnel are driven to perform to the highest standards set by the Company
o Willingness – we will require of all sales and service staff to demonstrate a willingness to serve our clients. The objective of every interaction will be to provide the client with a solution or answer to their queries.
o Eagerness – Company personnel must demonstrate their eagerness to resolve a client’s insurance or risk related problems, whether it is a claim, a risk enquiry or need to develop a unique insurance related solution.


NUMBER OF SUBORDINATES - None

MINIMUM REQUIREMENTS
1. Education
o MATRIC
o Level 4 FETC Short-Term Insurance Qualification
o RE: Representatives
o Clean drivers licence and reliable vehicle

2. Experience
o Junior Sales Consultant
o Min 2 years’ experience within short-term personal lines insurance, including 1 year in a Sales Brokerage Environment
o Sales Consultant
o Min 4 years’ experience within short term personal lines insurance, including 2 years in a Sales Brokerage Environment
o Senior Sales Consultant
o Min 6 years’ experience within a short term personal lines insurance – including 3 years in a Sales Brokerage Environment
Competencies
Skills:
• Computer Literacy
o Communication
o Analytical Ability
o Negotiation
o Planning and organizing
o Decision making
o Selling
o Listening and assessing
o Time management
o Ability to adapt to change
o Research (Strategic Understanding of the direction in which the industry is moving)
o Presentation skills
o Decision making
o Time management
o Selling
o Ability to manage change


Knowledge:
o Understanding of the insurance and brokerage industry and environment
o Sound knowledge and understanding of personal lines insurance
o FAIS requirements of a representative
o Legal requirements of the insurance industry
o Technical insurance knowledge – (underwriting)
Personal attributes:
o Influential
o Assertiveness
o Flexibility
o Interpersonal effectiveness
o Customer Service orientation
o Resilience and Tenacity
o Emotional maturity
o Proactive
o Innovative
o Deadline driven
o Attention to detail


Key Performance Areas and Outputs
1. Growth portfolio
o Develop and Implement Pro- Active sales plan according to agreed Targets
o Meet agreed new business targets
o Provide after sales service to ensure/ new business Vest
o Identify and build relationship with Partners
o Write quality new business aligned to sales / marketing plan
o Negotiate with Insurers Re- Premium and Quotations
o Do Up and cross -selling on existing and new business

2. Perform Administration
o Load policies, amendments and endorsements on the system promptly
o Ensure 1st premium payment processes and debits are discussed and agreed with the clients
o Ensure data integrity on all systems
o General correspondence and e-mails to clients according to company standards
o Responsible for Pro-Active underwriting.
o Responsible for Re-Active underwriting.
Adhere to underwriting criteria-FAIS requirements and set company standards
*PAY STRUCTURE
R15k ctc basic + R7k for the first three months and thereafter it will R15k + 50% of whatever is written
(policy has to be active for 3 months).

ADDITIONAL INFORMATION
• EE VACANCY
• 12% pension and provident fund
• Full integrity checks will be conducted in line with the client’s policies and procedures
• Please forward CV plus copies of Matric, RE, qualification and proof of full accreditation – please do not apply if you don’t have ALL of these at your disposal