Team Leader - Commercial Tied-1

Manage a sales team of Tied Agents in their designated area(s). They contribute towards the leadership, direction and sales targets for these Tied Agents in the specific provinces. They are accountable for the sales targets and profitability of the team over periods of up to a year.

A - Risk Management

Ensure that all policies, processes, controls and procedures are well communicated, understood and followed by agents within own region.

Keep agents up to date with changes to any policies, processes, controls and procedures.

Communicate and train tied-members on consequences of failure to adhere to required policies and procedures.

Continuously emphasize the importance of compliance to legislations, governance and company policies.

B - People Development & Management

Nurture a culture of high performance through initiating performance development discussions with Tied Agents and setting up actionable plans.

Manage poor performance through direct communication and following company standards where matters need to be escalated.

Act as first point of contact for any team complaints and problems within mandated area

C – Mentorship & Training

Foster good relationships with tied agents and set up regular check-ins to manage queries, concerns and celebrating sucesses

Encourage employees to bring forth new ideas on training materials and content

Set up regular training sessions where current issues and obstacles can be discussed and resolved

Ensure that continuous feedback are noted down and used to improve current processes and systems

Identify employee growth and development needs and schedule interventions to enable ongoing development, training and personal growth.

D – Sales Target Achievement

Track sales, sale performance, and cancellations for the Tied Agent team in own area against required targets

Review individual Tied Agent performance, ensuring that agreed market segments, productivity, service levels and quality metrics are met.

E – Portfolio Management

Take ownership of achieving business profitability growth targets through meeting client expectations within agreed service levels for sales and servicing

Ensure business growth targets are met through innovative sales techniques and superior servicing of portfolio clients

Manages overall portfolio profitability of team including claims ratios and cancellations

F – Business Management & Target Setting

Provide input on strategic initiatives to increase tied effectives

Assist with transparent communication, implementation and change support to changes in the strategy and operations impacting tied agents

Where necessary assist tied agents during sales or complaint interactions

G – Customer Relationship Management

Create and encourage a culture that emphasizes customer service and client priority

Continuously be on the lookout for changing client needs, anticipating new client requirements and aligning the proposed service offering accordingly

Ensure that while resolving customer complaints and advising client specific solutions Tied Agent’s statutory and legislative knowledge is always up to date and that all actions falls within the governance requirements

H – Business Development

Identify, manage and create new and coordinated business possibilities for the managed area with the aim to expand the existing market.

Continuously explore alternative market segmentations within area/region.

• Grade 12 or National Senior Certificate
• Appropriate Insurance – or Tertiary Qualification
• FAIS Compliant in Non-life Commercial product category
• Minimum of 2 years’ in non-life insurance (primarily in
• Commercial Underwriting)
• 3 – 5 years’ experience in Direct sales providing business to customer (B2C) solutions