Sanlam is seeking skilled Business Insurance Specialists to join our team. This hybrid role is based in KwaZulu-Natal, focusing on both Commercial and Personal Lines insurance. The successful candidate will identify clients’ insurance needs, provide tailored solutions, and deliver exceptional service. This role offers competitive remuneration, an attractive commission structure, and the necessary tools of the trade to excel.
Minimum Qualifications Required:
- NQF4/Matric/Standard 10
- FAIS credits or full insurance qualifications (depending on DOFA)
- Regulatory Exams (RE5) completed
- Own reliable transport
- Valid code B driver’s license
Minimum Experience Required:
- At least 2 years of experience in the commercial insurance industry
- At least 2 years of experience in face-to-face business engagements
Key Responsibilities:
- Execute business strategies and achieve key deliverables
- Actively source and grow a client portfolio
- Deliver world-class service to ensure client retention and minimize lapses
- Screen new business to align with MiWay’s risk pool requirements
- Build and maintain long-lasting relationships with clients and stakeholders
Required Competencies:
- Strong customer service and interpersonal skills
- Excellent administrative capabilities
- Time management and organizational skills
- Results-driven with the ability to work under pressure
- Self-motivated and disciplined
- Analytical and solution-oriented mindset
- Flexibility to adapt to changing priorities
- High attention to detail and multi-tasking abilities
- Proficiency in Excel and PowerPoint
Knowledge and Skills:
- Ability to meet new business targets
- Efficiently manage existing business processes
- Prepare for and conduct client appointments effectively
- Build partnerships and foster collaborative relationships
Core Competencies:
- Cultivates innovation
- Drives results
- Demonstrates customer focus
- Collaborates effectively
- Shows resilience
Personal Attributes:
- Optimizes work processes
- Displays interpersonal savvy
- Makes quality decisions
- Demonstrates business insight