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
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
Desired Skills:
Short term insurance
RE5
Fais
Technical Sales