Job Purpose: Build, maintain and enhance relationships with new and existing External Partners and leveraging their partner relationships in order to deliver end-end business results to ensure optimal business development. Broker Customer Service Provide a quality service to Brokers, while identifying opportunities to secure new business or support retention. Responsibilities may include processing cases, dealing with queries and investigating and resolving customer problems. Ensure continuous enforcement of new and existing marketing strategies through Brokers/External Partner relationships. Ensure Brokers/External Partners are continuously up to date with regards to training, products and processes in order to drive sales and ensure adherence to business and statutory requirements. Ensure the distribution operating model delivers contracted services to new and existing Brokers/External Partners. Enhance Broker/External Partner relationships through continuous motivational sales support and recognition. Customer Relationships Development Make or receive calls (by telephone) to allocated Brokers to generate additional leads and maintain existing ones. Act as a first point of contact for resolving broker queries and complaints. Effectively build, maintain and manage new and existing Broker/External Partner relationships, departmental relationships as well as relationships within the Group. Proactively source new Brokers/External Partners, on-board, grow share of wallet within panel of Brokers/External Partners, provide ongoing support and servicing to Brokers/External Partners paneled. Facilitate the effective resolution of any Broker/External Partner queries or complaints as and when required Data Collection&Analysis Collate and analyze data using 360 system to identify trends, opportunities and risks. Involves working independently. Monitor relevant information available in the POL360 system after each contact with a customer to ensure that the organization maintains turn around time. Facilitate the effective resolution of any Broker/External Partner queries or complaints as and when required. Insights and Reporting Generate daily, weekly and monthly reports on broker contacts, as well as broker panel performance. Provide daily performance reports on incoming contacts and sales. Performance Management Respond to personal objectives and use performance management systems to improve personal performance. Monitor the performance (panel penetration, ensuring not more than 40% of lapse ratios and NTU ratios) of the Brokers/External Partners. Ensure quarterly targets are met and provide guidance to Brokers/External Partners to ensure sales targets are met. Work Scheduling Design own monthly schedule and, if necessary, assign work to others in order to speed up office workflow and ensure high-priority tasks get done. Leverage all available information from Brokers/External Partners, the industry and internally to ensure constant review departmental processes, systems and protocols to improve efficiencies. Personal Capability Building Develop and maintain excellent process or technical skills by participating in assessment and development planning activities as well as formal and informal training and coaching. Ensure up-to-date financial services industry and market knowledge, as well as internal products and processes are continuously maintained. 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&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 Brokers/External Partners. Verbal Communication Use clear and effective verbal communication skills and provide technical guidance when required to express ideas, request actions and formulate plans. Account/Client Management Provide technical guidance when required to manage client accounts in a way that provides benefits both for the organization and its clients. Build Relationships with Brokers/External Partners Sales Planning and Coordination Achieve the best possible returns by planning and coordinating effective sales campaigns and related initiatives. Computer skills Support business processes by understanding and effectively using standard office equipment and standard software packages. Excel trend analysis; Proficient in MS Office. Writing skills General Education Grade 12/ SAQA Accredited Equivalent (Essential); BCom or similar qualification (Advantageous) General Experience 3-4 years experience in sales and distribution in long-term insurance (Essential); Experience in marketing or sales in banking / financial / insurance / business services (Advantageous) #J-18808-Ljbffr