About the position
Our client, a well-established short-term insurance business, is looking for an experienced Personal Lines Sales Manager to sell, promote and market their Personal Lines products to brokers nationally.
You will grow business from the existing broker base, sign up new brokers to expand the national footprint, and lead a team of four Personal Lines Consultants. As the main link between brokers and internal departments, you will help brokers grow their books through profitable new business and exceptional service.
Key Responsibilities:
- Achieve monthly and annual Personal Lines premium sales targets, individually and as a team
- Achieve the agreed closing rate on new business quoted
- Keep the new business loss ratio below 60% by writing profitable business
- Identify and sign up at least 5 new select brokers per year, and unlock new opportunities within the existing broker base
- Lead, coach and develop a team of four Personal Lines Consultants, setting targets and monitoring broker visits, quotes and closing rates
- Hold regular one-on-ones, conduct performance reviews and agree development plans
- Recruit and onboard consultants, and keep the team FAIS Fit & Proper, including CPD requirements
- Build a motivated, high-performance sales culture, recognising and rewarding results
- Report on portfolio and team performance at Sales Manco
- Communicate product and process updates to brokers and arrange broker training where needed
- Ensure new brokers are signed up in line with appointment and compliance requirements
- Help resolve internal problems and broker complaints, escalating where required
- Work with regional sales, technical sales and operations colleagues to deliver seamless broker service
What We're Looking For:
- Grade 12
- NQF Level 4 Short-Term Insurance qualification (120–150 credits), obtained or currently studying towards it
- Higher Certificate in Short-Term Insurance (NQF Level 5) or higher highly advantageous
- RE5 and evidence of being on the FSCA Register (DOFA date)
- Minimum 3 years' experience managing a sales team with direct reports, including target setting, performance management and coaching
- Minimum 3–5 years' Personal Lines insurance sales experience
- Proficiency in Microsoft Word, Excel and Outlook
- Experience on the TIAL Operating System (System A) highly advantageous
- Knowledge of market trends, competitors and external factors affecting the business (advantageous)
- A valid driver's licence, and willingness to travel nationally and be away from home from time to time
Desired Skills:
- Personal Lines
- Manager
- Short term insurance
