Team Lead: Broker Sales – Business Insurance

Description:

JOB PURPOSE

To ensure individual contributors are performing against targets, while reviewing their performance and coaching them to do so to assist in achieving the required operational results.

RESPONSIBILITIES

Operations Management

Supervise others working within established operational systems.

Operational Compliance

Identify, within the team, instances of non-compliance with the organization’s policies and procedures and/or relevant regulatory codes and codes of conduct, reporting these and escalating issues as appropriate.

Customer Relationship Management (CRM) Data

Enter customer information that has been gathered through research and/or through direct customer contact into the customer relationship management system, to ensure that the organization has quality data to enable effective customer retention and business development activities OR Ensure that team members maintain up-to-date customer relationship management data, identifying and resolving issues.

Customer Management

Help senior colleagues manage customer relationships by using relevant sales or customer systems.

Customer Service

Act as first-line supervisor of a team providing operational support, and play a key role in helping to achieve targets in areas such as productivity or turnaround times. Deal with most complex and valuable issues.

Work Scheduling and Allocation

Assign short-term work schedules to a team of subordinates in order to achieve expectations while following established timelines. Organizational Capability Building Provide coaching to team members to develop their skills.

Performance Management

Respond to personal objectives and use performance management systems to improve personal performance. OR Monitor the performance of the team; allocate work and review completion, take appropriate corrective action to ensure timeliness and quality; contribute to formal individual performance management and appraisal.

Leadership and Direction

Explain the local action plan to support team members in their understanding of what needs to be done and and how this relates to the broader business plan and the organization’s strategy, mission and vision; motivate people to achieve local business goals.

Insights and Reporting

Contribute to the preparation of various data and analytics reports.

Requirements:

EDUCATION

General Education

Grade 12 /SAQA Accredited Equivalent(essential); FAIS regulatory Qualification (Essential); Up to date CPD hours for FAIS qualification (Essential); RE5 (Essential); Relevant – 3 years Business or insurance industry related degree/ diploma in management (Advantageous); STI Qualification (Essential); RE1 (Advantageous)

EXPERIENCE

General Experience

2 – 4 years Commercial Insurance experience (Essential); Short Term Insurance experience (Essential) Managerial Experience 1 or more years’ experience of supervising and directing a call centre sales team to achieve specific end results (Essential)

ADDITIONAL INFORMATION

*SAQA Accredited Equivalent – it is the onus of the applicant to provide TIH and its subsidiaries with certified evidence that their qualification(s) meet the equivalent NQF level required for this role at time of application. *Financial Sector Conduct Authority (FSCA) competency requirements: FAIS recognised qualifications / Regulatory Examinations / Class of Business Certification and / or CPD according to your DOFA (where applicable). As a registered Financial Service Provider, we are mandated to ensure that all our representatives are and remain fit and proper at all times. By applying for this role, you consent to having your relevant qualification and or accreditation or confirm that you are working towards meeting the competency requirements. You further consent to the relevant information being verified.