Job Description

Drive strategic growth by cultivating strong relationships with key external stakeholders. This role focuses on nurturing existing partnerships and establishing new business opportunities that align with the organisation's long-term objectives.
Key Performance Areas & Outputs
1. Financial Performance

• Achieve and maintain income targets as per budget.
• Contribute to cost-efficiency by minimising general expenses.

2. Client & Stakeholder Engagement

• Ensure all communications with stakeholders (clients, Account Executives, insurers, etc.) are accurate, timely, professional, and relevant.
• Build and sustain mutually beneficial relationships with internal and external stakeholders.
• Support the achievement of client satisfaction targets for both personal and company-wide performance.

3. Business Development & Operational Excellence

• Proactively source leads, conduct cold calls, and schedule in-person meetings with potential clients (frequent travel required).
• Respond to general enquiries regarding cover, products, and processes in line with company quality standards.
• Maintain regular contact with clients (dealerships and insurance professionals) to strengthen relationships and identify new business opportunities.
• Conduct thorough needs analysis of client businesses to understand operations, target markets, and strategic fit.
• Prepare and deliver compelling presentations to dealerships showcasing the organisation's value-added products and services.
• Use deep knowledge of client operations and the insurance market to negotiate favourable terms and service rates.
• Facilitate contract and SLA finalisation with external parties, ensuring internal approvals for non-standard agreements.
• Ensure contracts are properly filed and managed in accordance with company procedures.
• Analyse CRM data to extract insights on service delivery (e.g. conversion rates, turnaround times) and take action to improve performance.
• Collaborate with internal teams to align operations with contractual obligations and enhance service delivery.
• Drive continuous improvement in personal and team performance.
• Comply with company mandates and participate in ad hoc projects.
• Report any suspected fraud, misrepresentation, or dishonesty.
• Maintain accurate records and submit regular reports as required.

4. Learning & Growth

• Embody the RBS Way by living the organisation's values.
• Commit to ongoing personal development.
• Share knowledge and insights with team members to foster collective growth.

Minimum Qualifications & Skills

• Matric or equivalent qualification.
• Proficient in Microsoft Office and CRM systems.
• Strong presentation and communication skills (verbal and written).
• Valid driver's license.
• Minimum of 3 years' experience in a similar role.
• Solid understanding of the short-term insurance industry, including products and services.

Skills Required