87 Insurance Specialist jobs in South Africa

Let's Write Africa's Story Together!

Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

Job Description

.

Provide quality direct sales service that results in the production of business from new and existing sources.

• Identify and execute on innovative methods to build own insurance portfolio.

• Prospect for new clients through networking, cold-calling and door to door canvassing.

• Manage and drive portfolio profitability and growth by ensuring that on-going service and support (amendments, renewals, and claims) provided to clients is delivered on time and improves the quality of the business underwritten.

• Conduct a comprehensive risk evaluation for the client.

• Provide solutions to clients by selling non-life products aligned to their needs.

• Continuously build client base to secure future portfolio growth.

• Identify and action on cross & up selling opportunities across all products.

• Sell according to agreed targets for the day, week and month.

• Maintain minimum agreed quote volumes.

• Maintain a minimum agreed quote to sales ratio.

• Maintain an agreed NTU – and Cancellation ratio.

• Perform after sales service tasks according to allocated portfolio of customers.

• Monitor and resolve escalated client queries and complaints timeously.

• Manage relationships with clients and ensure that Service Level Agreement standards are met or exceeded in all engagements.

• Retain existing business including renewal discussion in line business process and FAIS Code of Conduct.

• Create collaborative relationships with other departments (underwriting/pricing, and claims) to determine process improvements designed to enhance the customer experience and create easy, value peace of mind.

• Manage time and workloads to ensure that deadlines and targets are met.

Quality service delivery

• Manage the end-to-end customer experience for new and existing business by providing first line support to resolve queries.

• Proactively suggest improvements in service and relations where applicable.

• Contribute to a service culture which builds rewarding relationships, proposes innovations and allows others to provide exceptional service.

Cost control and governance adherence

• Proactively ensure the use of time, resources, money, materials or equipment is in line with organizational policies and procedures.

• Comply with corporate governance policies, procedures and standards.

• Operate within agreed mandates.

Quality people practices

• Align own behavior with the organization’s culture and values.

• Share and transfer product, process and systems knowledge to colleagues and team members.

• Collaborate and work with the OMI team to deliver required service levels.

• Actively participate in the OMI team to ensure functional balanced scorecard objectives are achieved.

• Ensure achievement of own performance objectives.

• Actively participate in own professional development and career path.

Minimum Requirements

FAIS Compliant in Non-life Commercial product category.

A Valid Driver’s License with own reliable transport required for the role

Skills

Competencies

Education

Closing Date

The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.

The Old Mutual Story!

Join to apply for the Commercial Insurance Specialist role at Old Mutual South Africa

Join to apply for the Commercial Insurance Specialist role at Old Mutual South Africa

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Let's Write Africa's Story Together!

Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

Let's Write Africa's Story Together!

Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

Job Description

Provide quality direct sales service that results in the production of business from new and existing sources, which contributes to the profitability and growth of the company.

Provide quality direct sales service that results in the production of business from new and existing sources.

• Identify and execute on innovative methods to build own insurance portfolio.
• Prospect for new clients through networking, cold-calling and door to door canvassing.
• Manage and drive portfolio profitability and growth by ensuring that on-going service and support (amendments, renewals, and claims) provided to clients is delivered on time and improves the quality of the business underwritten.
• Conduct a comprehensive risk evaluation for the client.
• Provide solutions to clients by selling non-life products aligned to their needs.
• Continuously build client base to secure future portfolio growth.
• Identify and action on cross & up selling opportunities across all products.
• Sell according to agreed targets for the day, week and month.
• Maintain minimum agreed quote volumes.
• Maintain a minimum agreed quote to sales ratio.
• Maintain an agreed NTU – and Cancellation ratio.
• Perform after sales service tasks according to allocated portfolio of customers.
• Monitor and resolve escalated client queries and complaints timeously.
• Manage relationships with clients and ensure that Service Level Agreement standards are met or exceeded in all engagements.
• Retain existing business including renewal discussion in line business process and FAIS Code of Conduct.
• Create collaborative relationships with other departments (underwriting/pricing, and claims) to determine process improvements designed to enhance the customer experience and create easy, value peace of mind.
• Manage time and workloads to ensure that deadlines and targets are met.
  
  

• Manage the end-to-end customer experience for new and existing business by providing first line support to resolve queries.
• Proactively suggest improvements in service and relations where applicable.
• Contribute to a service culture which builds rewarding relationships, proposes innovations and allows others to provide exceptional service.
  
  

• Proactively ensure the use of time, resources, money, materials or equipment is in line with organizational policies and procedures.
• Comply with corporate governance policies, procedures and standards.
• Operate within agreed mandates.
  
  

• Align own behavior with the organization’s culture and values.
• Share and transfer product, process and systems knowledge to colleagues and team members.
• Collaborate and work with the OMI team to deliver required service levels.
• Actively participate in the OMI team to ensure functional balanced scorecard objectives are achieved.
• Ensure achievement of own performance objectives.
• Actively participate in own professional development and career path.
  
  

• Seniority level Entry level

• Employment type Full-time

• Job function Other

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Let's Write Africa's Story Together!

Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

Job Description

Provide quality direct sales service that results in the production of business from new and existing sources.

• Identify and execute on innovative methods to build own insurance portfolio.

• Prospect for new clients through networking, cold-calling and door to door canvassing.

• Manage and drive portfolio profitability and growth by ensuring that on-going service and support (amendments, renewals, and claims) provided to clients is delivered on time and improves the quality of the business underwritten.

• Conduct a comprehensive risk evaluation for the client.

• Provide solutions to clients by selling non-life products aligned to their needs.

• Continuously build client base to secure future portfolio growth.

• Identify and action on cross & up selling opportunities across all products.

• Sell according to agreed targets for the day, week and month.

• Maintain minimum agreed quote volumes.

• Maintain a minimum agreed quote to sales ratio.

• Maintain an agreed NTU – and Cancellation ratio.

• Perform after sales service tasks according to allocated portfolio of customers.

• Monitor and resolve escalated client queries and complaints timeously.

• Manage relationships with clients and ensure that Service Level Agreement standards are met or exceeded in all engagements.

• Retain existing business including renewal discussion in line business process and FAIS Code of Conduct.

• Create collaborative relationships with other departments (underwriting/pricing, and claims) to determine process improvements designed to enhance the customer experience and create easy, value peace of mind.

• Manage time and workloads to ensure that deadlines and targets are met.

Quality service delivery

• Manage the end-to-end customer experience for new and existing business by providing first line support to resolve queries.

• Proactively suggest improvements in service and relations where applicable.

• Contribute to a service culture which builds rewarding relationships, proposes innovations and allows others to provide exceptional service.

Minimum Requirements

• FAIS Compliant in Non-life Commercial product category.

• A Valid Driver’s License with own reliable transport required for the role.

Skills

Competencies

Education

Closing Date

The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.

The Old Mutual Story!

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!

We are looking for full-time Commercial and Personal Lines Insurance Specialists to join our team. This role will be hybrid, based in KwaZulu-Natal. The Commercial and Personal Lines 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. Competitive Remuneration model with attractive commission and tools of the trade.

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

• 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

• 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

New business targets

New Business processing

Appointment preparation and making

Client appointments and liaison

Client relationship management

Persuades - Contributing dependently

Interpersonal savvy - Contributing dependently

Decision quality - Contributing dependently

Self-development - Contributing dependently

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: 19 May 2025

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.

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.

As one of the largest financial services groups in South Africa, Sanlam provides insurance, investment, financial planning & retirement advice to individuals, businesses & institutions.

Talentify is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status.

Talentify provides reasonable accommodations to qualified applicants with disabilities, including disabled veterans. Request assistance at or 407-000-000.

Federal law requires every new hire to complete Form I-9 and present proof of identity and U.S. work eligibility.

An Automated Employment Decision Tool (AEDT) will score your job-related skills and responses. Bias-audit & data-use details: . NYC applicants may request an alternative process or accommodation at or 407-000-000.

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!

We are looking for full-time Commercial and Personal Lines Insurance Specialists to join our team. This role will be hybrid, based in Free State, Central.

The Commercial and Personal Lines 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. The role offers a Competitive Remuneration model with attractive commission and tools of the trade.

• 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

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.

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: 20 JUNE 2025

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.