About the position
Our client, a well-established short-term insurance business, is looking for an experienced Technical Sales Manager to act as the technical authority within their Sales department for both Personal Lines and Commercial business.
You will approve and rate quotations within a delegated authority, manage specialist product classes, support brokers and Portfolio Managers, and lead and develop a team of internal sales staff. You will report to the Executive Head: Sales, while day-to-day operations are run by the Operations Manager.
Key Responsibilities:
- Approve and rate Personal Lines and Commercial quotations within a delegated authority, referring risks outside your mandate to Underwriting
- Ensure new business is issued in line with SOPs, underwriting guidelines and treaty limits
- Manage specialist product classes (such as products liability), including risk assessment, rating and policy wordings
- Assist with reinsurance administration, including facultative placements for risks exceeding treaty limits
- Conduct technical due diligence on broker books of business and report findings and recommendations
- Act as the escalation point for technical queries from sales staff, brokers and Portfolio Managers
- Investigate and resolve complaints, reporting to Management and Compliance where required
- Train and coach sales staff on products, underwriting guidelines, procedures and quoting platforms, and develop internal training manuals
- Keep the team FAIS Fit & Proper and compliant with CPD requirements
- Lead the team: set objectives, manage performance, run reviews and support career and succession planning
- Work with the Operations Manager to improve sales processes, productivity and service levels
- Prepare monthly reports (quotes, sales, closing rates, declines and commission), plus technical reporting on referrals and due diligence findings
- Test new systems, quoting platforms and product launches before they go live, and coordinate rollouts within Sales
What We're Looking For:
- Matric (Grade 12)
- Full qualification in Short-Term Insurance (NQF 4); Higher Certificate in Short-Term Insurance (NQF 5) or higher advantageous
- RE5 essential; RE1 advantageous
- FAIS Fit & Proper, including class-of-business training and CPD
- Minimum 5 years' underwriting or technical sales experience in short-term insurance
- Sound technical knowledge of Personal Lines and Commercial products, rating and policy wordings
- Working knowledge of reinsurance, including treaty limits and facultative placements
- Minimum 3 years' experience managing a team
- Intermediate to advanced Excel, and proficiency in Word and Outlook
- Experience in specialist classes such as products liability (advantageous)
- Experience training adults and developing training material (advantageous)
- Experience testing new systems or quoting platforms (advantageous)
- Experience on the TIAL Operating System (System A), highly advantageous
- Own transport, and willingness to work overtime and be available after hours from time to time
Please note only shortlisted candidates will be contacted
Desired Skills:
- Short term insurance
- RE5
- Fais
- Technical Sales
