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MiBusiness Insurance Specialist (Western Cape)

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Date: 1 Oct 2024

Location: Cape Town, Western Cape, ZA

Company: Sanlam Group

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 Commercial Insurance Specialists also called Tied Agents or Brokers in the industry to join our team.  This role will be based in Western Cape. The Commercial Insurance Specialist 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. MiWay Business Insurance offers a competitive remuneration model with attractive commission and tools of the trade.

Minimum Requirements

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

Minimum Experience

•    Minimum 2 years’ experience in the commercial insurance industry
•    Minimum 2 years’ experience in face-to-face business

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 
•    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
Existing business processing
Appointment preparation
Client appointments and liaison
Partnership Building

Build a successful career with us

We’re all about building strong, lasting relationships with our employees. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping  our employees to realise their worth. Through its five business clusters – Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.

Turnaround time

The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers. Deadline to apply: 31 October 2024

Our commitment to transformation

At MiWay we believe in cultivating a positive and dynamic working environment that gives you freedom and opportunity to succeed. MiWay is committed to transformation and embracing diversity. This is what drives us to achieve a multicultural workplace with employment equity as a key goal to create an inclusive workforce, reflective of the demographics of our society.

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