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Commercial Tied Agent- JHB

Commercial Tied Agent- JHB

Old MutualJohannesburg, ZA
5 days ago
Job description

Job title : Commercial Tied Agent- JHB

Job Location : Gauteng, Johannesburg

Deadline : January 30, 2026

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Job Description

Purpose of the Job

  • Provide quality direct sales service that results in the production of business from new and existing sources, which contributes to the profitability and growth of the company. Manage the end-to-end customer experience for new and existing business by providing first line support to resolve queries.

    • Critical objectives and responsibilities :

    Provide quality direct sales service that results in the production of business from new and existing sources.

  • Identify and execute on innovative methods to build own insurance portfolio.
  • Prospect for new clients through networking, cold calling and door to door canvassing.
  • Manage and drive portfolio profitability and growth by ensuring that on-going service and support (amendments, renewals, and claims) provided to clients is delivered on time and improves the quality of the business underwritten.
  • Conduct a comprehensive risk evaluation for the client.
  • Provide solutions to clients by selling non-life products aligned to their needs.
  • Continuously build client base to secure future portfolio growth.
  • Identify and action on cross & up selling opportunities across all products.
  • Sell according to agreed targets for the day, week and month.
  • Maintain minimum agreed quote volumes.
  • Maintain a minimum agreed quote to sales ratio.
  • Maintain an agreed NTU – and Cancellation ratio.
  • Perform after sales service tasks according to allocated portfolio of customers.
  • Monitor and resolve escalated client queries and complaints timeously.
  • Manage relationships with clients and ensure that Service Level
  • Agreement standards are met or exceeded in all engagements.
  • Retain existing business including renewal discussion in line business process and FAIS Code of Conduct.
  • Create collaborative relationships with other department (underwriting / pricing, and claims) to determine process
  • improvements designed to enhance the customer experience and create easy, value peace of mind.
  • Manage time and workloads to ensure that deadlines and targets are met.
  • Quality service delivery
  • Proactively suggest improvements in service and relations where applicable.
  • Contribute to a service culture which builds rewarding relationships, proposes innovations and allows others to provide exceptional service.

    • Cost control and governance adherence :

  • Proactively ensure the use of time, resources, money, materials or equipment is in line with organizational policies and procedures.
  • Comply with corporate governance policies, procedures and standards.
  • Operate within agreed mandates.

    • Quality people practices :

  • Align own behavior with the organization’s culture and values.
  • Share and transfer product, process and systems knowledge to colleagues and team members.
  • Collaborate and work with the OMI team to deliver required service levels.
  • Actively participate in the OMI team to ensure functional balanced scorecard objectives are achieved.
  • Ensure achievement of own performance objectives.
  • Actively participate in own professional development and career path.

    • Experience, knowledge & skills required :

  • Grade 12
  • Appropriate insurance qualification (FAIS and RE)
  • More than 2 years’ experience working in customer service.
  • Reliable vehicle

    • Competency Descriptors :

  • Customer : Putting the customer at the heart of business decisions and driving to improve value for customers.
  • Collaboration : Creates trust, respect and builds meaningful relationships. Able to handle a wide range of relational challenges to ensure collaboration across boundaries.
  • Leading with Influence : Influences and rallies people behind common goals; actively supports growth and inspires others to exceed expectations. Communicates clear strategies and objectives for own function.
  • Innovation : Generates creative / out of the box solutions. Challenges the status quo and / or demonstrates ability to relate to challenges from a range of diverse but relevant perspectives. Willing to take calculated risks when introducing novel ideas.
  • Personal Mastery : Learns and actively works to build self-awareness; develop through experience and feedback from others. Copes effectively with stress and has the resilience to take on stretching and challenging assignments. Adjusts effectively to work within new work structures; processes; requirements and cultures.
  • Executing : Displays consistent energy, drive and perseverance in order to deliver results. Demonstrates a willingness to take calculated risks to achieve stretch performance goals.

    • Skills

    Competencies

  • Builds Networks
  • Business Insight
  • Communicates Effectively
  • Customer Focus
  • Decision Quality
  • Ensures Accountability
  • Manages Complexity
  • Plans and Aligns

    • Closing Date

  • 27 November 2025
  • Sales / Retail / Business Development  jobs
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    Jhb • Johannesburg, ZA