TRAFFIC Gauteng

Insurance Lead Generator: Quote-to-Policy Specialist

Sanlam Limited

Job Description

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At MiWay, our purpose is to enable people to live their way. We understand that life is not just about "things" but the meaning that those things bring to your life. We believe that technology and innovation have infinite possibilities when it's inspired by humans by you. Therefore, we focus on our clients' needs; finding new ways to simplify their lives and how they do things.

We give them products, services, and solutions that enable them to live and enjoy life on their own terms - in their own way. Agile values and principles are strongly embedded in our culture, and they are at the core of how we make decisions and how we approach adding value within the company.

Build a successful career with us

We're all about building strong, lasting relationships with our employees. We know that you have hopes for your future - your career, your personal development and of achieving great things. We pride ourselves in helping our employees to realise their worth.Through its five business clusters - Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, as well as MiWay and the Group Office - the group provides many opportunities for growth and development.

What will you do?

Under direct supervision, the Lead Generator is responsible for converting third-party sourced leads (from multiple lead providers/aggregators) into qualified quotes and closed policies for short-term insurance (e.g., car, household, personal lines),Educate customers at a high level on MiWay Insurance products and benefits (non advisory).Provides quality service to external and internal customers by ensuring accuracy in recording of data.This role manages the end-to-end lead lifecycle: from intake and validation, first contact and needs discovery, through to quoting, objection handling, and bind-while ensuring regulatory compliance (FAIS, POPIA, TCF) and exceptional customer experience.

Minimum Qualification and Experience

Minimum Qualifications

  • Grade 12 / NQF 4
  • Less than 3 years experience in Short-term Insurance
Knowledge and Skills

New business processing

Existing business processing

Appointment preparation and making

Client appointments and liaison

Partnership Building

Personal Attributes

Optimises work processes - Contributing dependently

Communicates effectively - Contributing dependently

Action orientated - Contributing dependently

Plans and aligns - Contributing dependently

Core Competencies

Cultivates innovation - Contributing dependently

Customer focus - Contributing dependently

Drives results - Contributing dependently

Collaborates - Contributing dependently

Being resilient - Contributing dependently

Turnaround time

The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers.

Our commitment to transformation

At MiWay we believe in cultivating a positive and dynamic working environment that gives you freedom and opportunity to succeed. MiWay is committed to transformation and embracing diversity. This is what drives us to achieve a multicultural workplace with employment equity as a key goal to create an inclusive workforce, reflective of the demographics of our society.

About This Role

Career insights for Insurance Claims and Policy Processing Clerks positions

Salary Benchmark
$46,900/year
Source: O*NET (USD)
Key Skills for This Role
Reading Comprehension Time Management Speaking Active Listening Critical Thinking
Common Technologies
Microsoft SQL Server Microsoft Access 365 Guidewire PolicyCenter GroupMe HCPCS Level II 3M CodeFinder Epic Systems HCL Notes