Job Purpose:Build, maintain and enhance relationships with new and existing ExternalPartners and leveraging their partner relationships in order to deliver end-endbusiness results to ensure optimal business development.Broker Customer ServiceProvide a quality service to Brokers, while identifying opportunities to securenew business or support retention. Responsibilities may include processingcases, dealing with queries and investigating and resolving customer problems.Ensure continuous enforcement of new and existing marketing strategiesthrough Brokers/External Partner relationships.Ensure Brokers/External Partners are continuously up to date with regards totraining, products and processes in order to drive sales and ensure adherenceto business and statutory requirements.Ensure the distribution operating model delivers contracted services tonew and existing Brokers/External Partners.Enhance Broker/External Partner relationships through continuous motivationalsales support and recognition.Customer Relationships DevelopmentMake or receive calls (by telephone) to allocated Brokers to generate additionalleads and maintain existing ones. Act as a first point of contact for resolvingbroker queries and complaints.Effectively build, maintain and manage new and existing Broker/External Partnerrelationships, departmental relationships as well as relationships within the Group.Proactively source new Brokers/External Partners, on-board, grow shareof wallet within panel of Brokers/External Partners, provide ongoing support andservicing to Brokers/External Partners paneled.Facilitate the effective resolution of any Broker/External Partner queries orcomplaints as and when requiredData Collection & AnalysisCollate and analyze data using 360 system to identify trends, opportunitiesand risks. Involves working independently.Monitor relevant information available in the POL360 system after each contactwith a customer to ensure that the organization maintains turn around time.Facilitate the effective resolution of any Broker/External Partner queries orcomplaints as and when required.Insights and ReportingGenerate daily, weekly and monthly reports on broker contacts, as well asbroker panel performance. Provide daily performance reports on incomingcontacts and sales.Performance ManagementRespond to personal objectives and use performance management systems toimprove personal performance.Monitor the performance (panel penetration, ensuring not more than 40% oflapse ratios and NTU ratios) of the Brokers/External Partners.Ensure quarterly targets are met and provide guidance to Brokers/ExternalPartners to ensure sales targets are met.Work SchedulingDesign own monthly schedule and, if necessary, assign work to others in orderto speed up office workflow and ensure high-priority tasks get done.Leverage all available information from Brokers/External Partners, the industryand internally to ensure constant review departmental processes, systems andprotocols to improve efficiencies.Personal Capability BuildingDevelop and maintain excellent process or technical skills by participating inassessment and development planning activities as well as formal and informaltraining and coaching.Ensure up-to-date financial services industry and market knowledge, as well asinternal products and processes are continuously maintained.Operational ComplianceDevelop knowledge and understanding of the organization’s policies andprocedures and of relevant regulatory codes and codes of conduct to ensureown work adheres to those standards. Obtain authorization from a supervisor ormanager 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 andcontrols are implemented and adhered to within panel of Brokers/ExternalPartners.Verbal CommunicationUse clear and effective verbal communication skills and provide technicalguidance when required to express ideas, request actions and formulate plans.Account/Client ManagementProvide technical guidance when required to manage client accounts in a waythat provides benefits both for the organization and its clients.Build Relationships with Brokers/External PartnersSales Planning and CoordinationAchieve the best possible returns by planning and coordinating effective salescampaigns and related initiatives.Computer skillsSupport business processes by understanding and effectively using standardoffice equipment and standard software packages.Excel trend analysis; Proficient in MS Office.Writing skillsGeneral EducationGrade 12/ SAQA Accredited Equivalent (Essential); BCom or similar qualification(Advantageous)General Experience3-4 years experience in sales and distribution in long-term insurance (Essential);Experience in marketing or sales in banking / financial / insurance / businessservices (Advantageous)#J-18808-Ljbffr