Commercial Insurance Specialist
  • Cape Town
  • Old Mutual
Job Description


Provide 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.

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

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

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.

Cost control and governance adherence

Proactively ensure the use of time, resources, money, materials or equipment is in line with organizational policies and procedures.

Comply with corporate governance policies, procedures and standards.

Operate within agreed mandates.

Quality people practices

Align own behavior with the organization’s culture and values.

Share and transfer product, process and systems knowledge to colleagues and team members.

Collaborate and work with the OMI team to deliver required service levels.

Actively participate in the OMI team to ensure functional balanced scorecard objectives are achieved.

Ensure achievement of own performance objectives.

Actively participate in own professional development and career path.

Minimum Requirements

FAIS Compliant in Non-life Commercial product category.

A Valid Driver’s License with own reliable transport required for the role .



Matriculation Certificate (Matric)

Closing Date

30 September 2023

Get New Jobs Notification!

Subscribe & get all related jobs notification.