Team Leader - Commercial Tied-1

About the role

Old Mutual is looking for a Team Leader to manage a sales team of Tied Agents in their designated area(s) in Pretoria. The role contributes to the leadership, direction and sales targets of the Tied Agents in the province, and is accountable for the team's sales targets and profitability over periods of up to a year.

Key responsibilities

• Risk management: ensure policies, processes, controls and procedures are understood and followed, keep agents informed of changes, and emphasise compliance with legislation, governance and company policies.
• People development: hold performance development discussions, manage poor performance, act as first point of contact for team complaints and foster good relationships with Tied Agents through regular check-ins.
• Mentorship and training: encourage new ideas on training material, run regular training sessions, record feedback and identify growth needs.
• Sales target achievement: track sales, performance and cancellations against targets and review individual agent performance on market segments, productivity, service levels and quality.
• Portfolio management: drive profitability growth, meet client expectations and manage overall portfolio profitability including claims ratios and cancellations.
• Business management and target setting: give input on strategic initiatives, support change and help agents during sales or complaint interactions.
• Customer relationship management: build a customer-first culture, anticipate changing client needs and keep agents' statutory and legislative knowledge up to date.
• Business development: identify and create new business opportunities and explore alternative market segmentations.

Required profile

• Grade 12 or National Senior Certificate.
• Appropriate insurance or tertiary qualification.
• FAIS compliant in the non-life commercial product category.
• At least 2 years' experience in non-life insurance, primarily in commercial underwriting.
• 3 to 5 years' experience in direct sales of business-to-customer solutions.

Required skills

• Customer-focused, collaboration, execution, innovation and leading with influence.
• Building effective teams, business insight, communication, decision quality, accountability and financial acumen.