Description
To identify, generate, and nurture new business opportunities through strategic lead generation activities and professional networking, adhering to the company’s leads management procedures. The individual will play a critical role in expanding the company’s client base, strengthening market presence, and supporting business growth in Indwe Risk Services
Office Location : Cape Town - Old Oak
Employment Type : Permanent
Education Minimum :
Matric;Relevant diploma / degree in MarketingBusiness Management, or Insurance advantageousFAIS compliancePassed exam RE : RepresentativesExperience Minimum :
3 - 7 YearsIdeal Education :
- Higher certificate in Insurance NQF5
Ideal Experience :
- 3-5 years experience in sales
- Business development or lead generation preferably in Insurance
- Proven success in generating and qualifying leads
- Experience in networking, business forums, or referral-based sales
- Familiarity with leads management portals and CRM platforms
- Exposure to digital lead generation (social media, email campaigns, events) is advantageous
Skills
- Lead the end-to-end activation process for the acquisition of new insurance clients and partners
- Ensuring timely and high-quality onboarding experiences; Ensure all data, documentation, and compliance checks are completed
- Representing the company at golf days, broker functions, and other insurance-related events
- Computer Literacy(Outlook, Word and Advanced Excel);
- Act as a trusted point of contact for high-value clients during the onboarding phase
- Develop and maintain strong relationships with key brokers, agencies, and underwriters
- Excellent communication and presentation skills (verbal & written)
- Strong negotiation and persuasion ability
- Ability to establish rapport and build long-term relationships
- Goal-driven, resilient, and persistent in pursuing opportunities
- Analytical with strong research and prospecting skills
- Coach and support team members to meet performance metrics and client satisfaction goals
- Monitor and refine activation processes for improved speed, efficiency, and scalability
- Report on KPIs and suggested enhancements based on client feedback and activation data
- New business leads must be captured on Leads Management Portals, for tracking, reporting
- Flag and help resolve any issues that could delay onboarding or affect client satisfaction
Knowledge :
- Insurance and Brokerage Industry Experience
- Technical and comprehensive Commercial and Individual Insurance Product Knowledge
- Legal Requirements of the Insurance Industry;
- Knowledge of Specialist Liability
- Regulatory requirements of the insurance industry including POPIA
- Lead activations, marketing and sales principles
- Knowledge of insurance products and value-added products and services
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