Broker Consultant (JHB)

All right, all right - let's cut to the formalities. Here's the deal. At Hollard, we get up in the morning to ensure people sleep better at night. Our job is to look after the stuff our customers love. In fact, 5 million people already trust us with their stuff. That's pretty big deal to us. Impressum The Hollard Insurance Co. Ltd (Reg No 1952/003004/06) is an Authorised Financial Services Provider. Hollard Life Assurance Co. Ltd (Reg No 1993/001405/06) is an Authorised Financial Services Provider. Hollard Investment Managers Pty Ltd (Reg No 1997/001696/07) is an Authorised Financial Services Provider. Specialties Funeral insurance, Life insurance, Hospital Cash Back Plan insurance, Motor Xtender vehicle warranty insurance, Pay As You Drive usage-based car insurance, Motor and Household insurance, and Parnership philosophy - Flexible approachJob Advert Summary Hello… an exciting new opportunity has just become available in our Hollard Insure, Travel (JHB) area. We are looking to recruit a Broker Consultant. Role Objectives: Develop and maintain effective business relationships with brokers and travel agents in order to attract, develop and retain profitable business. Effectively market all products and services in collaboration with the Centre of Excellence (COE: Hollard Travel). Interpret, explain and effectively market Travel products and services Process all sales and underwriting transactions assigned, within the set standards required by Hollard thus contributing to the productivity of the division as set out within parameters delegated to you from time to time. Contribute to the growth and profitability of the Hollard Insure Ensure all technical aspects of administrative functions within the department is adhered to. Enhance the image of the company through the continuous delivery of efficient and effective customer service Key Responsibilities: Sales and Marketing: Sell Hollard products to brokers and/or agents using cold-selling techniques. Contribute to effective marketing of the Hollard Travel Insurance products by answering questions, resolve problems on topics such as policy status, policy payment, etc, and explaining new or revised products and processes. Create PowerPoint presentations and present face-to-face or via Teams to brokers and/or agents. Account Management: Meet goals for budget and quality of business quoted and written within Hollard Travel guidelines. Interact frequently with brokers and/or agents (B2B client base). Develop relationships with existing and new B2B client base. Obtain new business from B2B value chain. Manage growth, including new B2B clients. Provide training to brokers and/or agents on Hollard Travel products, processes and systems before they are signed up, and continue with regular training to ensure they understand the products, systems and processes. Ensure that all premiums are received and up to date on all accounts in portfolio. In collaboration with credit control review and discuss all outstanding premiums and arrears with Brokers and Travel Agents on a monthly basis. Discuss claim case studies with brokers and travel agents to ensure we assist with consumer education. Underwriting/Risk Analysis: Prepare and analyze qualitative and quantitative monthly data against budgets. Recommend creative alternatives to management with a view of optimizing premiums, coverage and terms and conditions. Recommend or implement changes to improve productivity, profitability, growth and the quality of assigned book of business. Decline unsuitable risks. Relationship Management: Interact frequently with brokers and/or agents. Build effective relationships internally so that our travel agent and broker's expectations are exceeded. Customer service: Communicate in a clear manner both verbally and via email with B2B and B2C client base. Assist office staff when volumes require additional resources. Networking: Identify prospective customers using established lead methods. Attend work-related functions during office hours and/or after hours. Represent the company's brand in a positive manner to attract new business and maintain existing business. Communicate as needed with stakeholders to obtain information needed to complete screening and transactions, etc. Reporting: Produce monthly reports (Excel and Word) detailing sales and underwriting trends. Provide feedback (reporting) to senior management on achievements, pending issues, problems and suggested recommendations. Gather market intelligence and report movement in the market to management immediately to ensure we remain ahead of our competitors. Continuous Process Improvement and Compliance: Adhere to and maintain standards pertaining to sales processes and recommend improvements. Recordkeeping: Documents, registers, e-mails etc to be kept up to date at all times. Legal and Compliance: Ensure that customers are treated fairly and comply with relevant legislation at all times. Employee Growth: Take responsibility for your own career growth and have regular discussions with relevant role players. Required Knowledge and Experience 10 years or more work experience Excellent communication skills (including telephone, writing and presentation skills) Negotiation skills (internal & external) Sales and marketing skills Relationship management skills (ability to deal with difficult customers) Analysis and interpretation of data pertaining to assigned book of business Demonstrate self-motivation and discipline (arrive on-time for meetings, work and functions) Well presented Visibly demonstrate the Hollard Way Good knowledge of MS Office - Intermediate level (including Word, Excel, PowerPoint, Outlook) Own transport, with driver's license Career orientated Team player (ability to multi-task within the team) Ability to work overtime, travel and attend functions to entertain brokers and/or agents, when needed Experience in the travel industry will be an advantage Strong Microsoft Office skill and ability, especially with regard to Excel and Word Educational Requirements Matric BCOM-degree in Marketing and Sales, or similar qualification, would be an advantage