Personal Lines Insurance Specialist

at  Sanlam

WHO ARE WE?

MiWay is a direct financial services company. We are passionate about service excellence, convenience and offering our clients superior value products. Our Vision is to be a world-class direct financial services business that offers a complete array of services under one convenient umbrella – all managed online. We are positive that with the right people on board, we will continue to grow and give our clients the freedom to do things their way – free from worry and most importantly at peace with all the “what-ifs” of the world. Company values that every employee subscribes to are: Energy, Freedom, Accountability and Attitude. The ideal candidate is one who has the courage to be bold and subscribes to MiWay’s core values! Do you have a positive attitude, love a challenge, treat your colleagues with respect and look for solutions, not problems? If yes, then MiWay is the place for you!

JOB DESCRIPTION

We are looking for full-time face to face Personal Lines Insurance Specialists to join our team. The Personal Lines Insurance Specialists will work with clients to identify their insurance needs and sell appropriate policies. The ideal candidate will be required to build and maintain relationships with clients, provide exceptional customer service and possess strong negotiation skills.

Minimum Qualification Required

• NQF4/Matric/Standard 10
• 60 FAIS credits/Full Insurance Qualifications (depending on Dofa)
• Financial Services Board Regulatory Exams (RE5) completed
• Valid code B driver’s license
• Must have your own reliable transport

Minimum Experience required

• Minimum 2 years’ experience in the personal lines insurance industry
• Minimum 1 year experience in face-to-face business
• Minimum 2 years’ experience in Short-term Insurance

Deliverables include, but will not be limited to

• To deliver on business strategies and key deliverables
• To actively source and grow your portfolio of clients
• Write new business premium per month
• To provide world class service to your portfolio of clients, thereby ensuring a low lapse rate
• To screen new business and ensure that your portfolio does not pose a threat to MiWay’s risk pool

Competencies Required

• Must be highly proficient in dealing with customers and staff at all levels
• Excellent administrative skills
• Ability to plan and manage time efficiently
• Results oriented
• Self-disciplined and ability to work under pressure
• Self-motivated and desire to excel
• Analytical and organised
• Problem solving skills and solution oriented
• Flexibility
• Ability to multi-task and attention to detail
• Professional and organised
• Excellent Excel and PowerPoint skill

KNOWLEDGE AND SKILLS

New business targets
New Business processing
Appointment preparation and making
Client appointments and liaison
Client relationship management

Please refer the Job description for details