Business Support Executive

Position:

Business Support Executive

Description:

Our client, a leading Life Insurance Financial Services Company, is looking for a Business Support Executive to provide Broker Support in JHB & Pretoria.

Must Have:
• Relevant NQF 4 Level Qualification
• Completed RE5 would be ideal
• Five years’ experience having provided broker support in the Life Insurance Industry
• Proven track record in working with broker’s business to support responsible growth of their book
• Prior experience of having collated and presented strategic broker reporting for multiple product lines (ideal)
• Experience providing support on Investment Business would be ideal
• Intermediate Excel

Responsabilities:
Broker Support
• Be an integral part in the life of every broker within the designated BE panel
• Provide expertise in all service elements that the broker needs
• Ensure accurate and up to date information on all elements of the brokers book
• Drive internal support functions to provide the appropriate service support to brokers
• Provide feedback on the status of pending business to the broker and BE within the agreed SLA
• Support the brokers to unlock additional revenue opportunities with their book
• Once designated, be a key resource for brokers in delivering expertise to their business
• Knowledge of, and capability to, up-sell and cross sell within brokers book
• Collation and presentation of quotes to brokers (where needed)
• Conduct comparative quoting; knowing and understanding our competitors’ products in order to present like-for-like quotes

Business Executive Support
• Work closely with the BE to ensure the company delivers value to the broker
• Deliver sales, marketing and administrative support
• Complete management of new and existing business from receipt of application, to timeous acceptance and throughout policy life cycle
• Manage all risk amendments, such as increase in cover and addition of benefits/ changing policy terms
• Track and monitor applications progress as well as identify any SLA breaches
• Monitor quote conversion rate and propose solutions to the BE

Delivery of Sales Targets
• Delivering API & AUM Targets
• Identifying new, and retention of existing, brokers
• Maximizing broker sales opportunities and business growth
• Identifying and executing on areas to provide greater support

Salary: R 20K CTC + Commission (Average R 10K) – salary includes Provident Fund and Discovery Med Aid

Contact:

Contact Person: Tracy-Jayne Tomlinson

Tel: 031 303 6225

Email Address: tracy@schlemmer.co.za

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