Broker Relationship Manager/Team Manager

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General Details
Location:
, DespatchEastern Cape
Advertised By: Agency
Job Type: Full-Time
Description

OUR BLUE-CHIP CLIENT WHO OPERATES IN THE FINANCIAL, INSURANCE & HEALTHCARE WELLNESS SPACE FOR INDIVIDUALS, FAMILIES AND BUSINESSES; IS CURRENTLY LOOKING TO EMPLOY A BROKER RELATIONSHIP MANAGER / TEAM MANAGER.

EXPERIENCE AND QUALIFICATIONS

  • Three to five years’ relevant management experience
  • Matric/Grade 12, post graduate degree in marketing will be beneficial
  • Regulatory exams accredited FAIS requirements, RE1 and 5 will be beneficial
  • Full qualification - Commercial and Personal Insurance NQF Level 5 or relevant qualification in field
  • 5 years servicing experience in short term insurance or financial industry, personal and commercial insurance
  • Strong business acumen, with an ease to take decisions and initiating action
  • 5 years' experience in dealing with brokers and their practices
  • Capable of competently using Power point, Excel and other visual aids and software packages
  • Ability to present professionally to Executives and Corporate Accounts
  • Extensive knowledge in short term distribution and the broker market, processing systems, Quotations, Servicing, Claims and Finances including Compliance and legislation
  • Sales and Service

RESPONSIBILITIES:

Maintaining Key Relationships:

  • Draw up and Meet SLA's agreed with Brokers
  • Conduct face to face visits to brokers
  • Drive distribution activities with respective team and service levels
  • Manage one on one consultations, ensuring regular communication and meetings with staff
  • Ensure effective resourcing, development, performance management and retention plans are in place for staff
  • Participation in corporate events, advertising, and general relationship building
  • Maintain telephonic and e-mail communication with brokers
  • Handle broker queries
  • Market new products and value proposition to brokers
  • Contract management with brokers and distribution team
  • Monitor broker activities through, audits, client feedback and broker visits
  • Identify trends and market related issues and relay these to the Executive
  • Manage productivity related to key areas within the branch/broker team.
  • Improve the client service by adhering to service level agreements
  • Perform activities that will contribute to reducing branch errors
  • Monitor discounts mandates
  • Perform upselling to support organic growth of personal existing portfolio
  • Manage and monitor the churn rate to support growth and productivity
  • Collaborate and work with claims team to ensure claims are resolved within set time frames
  • Complete amendments in line with policy and procedure requirements
  • Utilizing management information to monitor productivity in the team as well as on broker level.

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