Commercial Specialist Broker Consultant

Telesure Investment Holdings

Free State, South Africa

Permanent

Apr 23

This job is no longer accepting applications.

Telesure Investment Holdings (Pty) Ltd (TIH), is the holding company of some of
South Africa’s leading financial long and short term insurance providers. Our
portfolio includes South Africa’s most loved and recognisable brands such as 1st
for Women, Auto & General, Budget, Dialdirect, Virseker and 1Life. Employee
Benefits Administration via our Hippo Advisory Services, which includes health
insurance, provident fund and group life administration. Hippo is South Africa's
first comparison website and compares insurance, other personal finance
products, travel, health, money, travel, cars from a range of South African
brands. We’re pioneers with a hunger for the best, bringing customer-focused
innovation and service excellence to the financial services industry. We’re an
undivided team of diverse thinkers and doers who believe in leading through
technology and pushing beyond limits. Build, maintain and enhance relationships with new and existing commercial
traditional Brokers by offering the entire value chain of TIH, in order to ensure
profitable sales growth in the commercial market.

Broker Relationships Development
Execute on the commercial Broker sales strategy to achieve targeted financial
results by developing and implementing a Broker contact plan to communicate
product launches and engage the potential Brokers in relevant sales campaigns
to build new relationships. Act as first point of contact for commercial Broker
queries and complaints and resolve these, referring complex issues and
complaints to the senior managers and ensuring that the customer receives an
appropriate and speedy response.


Broker Customer Service
Provide a quality service to commercial Brokers while identifying opportunities to
secure new business or support retention. Responsibilities may include processing cases,
dealing with complex queries and investigating and resolving
customer problems.
Where relevant, effectively manage the entire commercial Broker's portfolio,
including but not limited to sales, leads, closing, cancellations, premium income,
and claims ratios in line with business objectives and compliance requirements.
Ensure that the commercial Broker's are continuously up to date with regards to
training, products and processes across TIH's entire value chain, in order to
drive sales and ensure adherence to business and statutory requirements.
Deliver on TCF principles in alignment with regulatory requirements.


Marketing Execution
Execute a marketing plan for a particular product, service, or specialty area
while working within established marketing systems.
Create a marketing plan for both existing and new commercial Brokers for the
purpose of product and service launches and updates as well as to maintain
effective working relationship with the commercial Brokers.

Network of Influence
Participate actively in the development and nurturing of networks and
relationships internally and externally by attending all the necessary industry
functions.

Broker Needs/Experience Research
Contribute to the understanding of Broker segments, trends, needs, and
expectations by reporting and providing feedback on client interactions.
Ensure that possible constraints for Brokers are constantly assessed and that
ideas for improvement are given to business using fact based evidence to
enhance growth and ‘deal making’ opportunities.

Operational Compliance
Develop knowledge and understanding of the organization's policies and
procedures and of relevant regulatory codes and codes of conduct to ensure
own work adheres to those standards. Obtain authorization from a supervisor or
manager for any exceptions from mandatory procedure.
Manage and mitigate risks i.e. reputational, quality of business, commission,
legislation and fraud, by ensuring sound business practice, procedures and
controls are implemented and adhered to within panel of commercial Brokers/
External Partners.

Performance Management
Deliver new business development sales targets and ensure quarterly targets
are met and provide guidance to Brokers/External Partners to ensure sales
targets are met.
Ensure growth of the entire commercial Broker portfolio by monitoring each
Broker's monthly performance by providing them with their portfolio performance
stats.

Data Collection & Reporting
Produce accurate reports for others by collecting data using pre-set tools,
methods and formats and inputting it into standard formats.
Generate daily, weekly and monthly tracking report on respective activities.

Personal Capability Building
Develop own capabilities by participating in assessment and development
planning activities as well as formal and informal training and coaching; gain or
maintain external professional accreditation where relevant to improve
performance and fulfill personal potential.
Maintain an understanding of relevant technology, competitors, external
regulation, and industry best practices through ongoing education, attending
events and reading specialist media.

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