SUMMARY:
Technical Sales Manager – Short-Term Insurance | East Rand
POSITION INFO:
Employer Description A well-established Underwriting Management Agency (UMA) based in the East Rand. Job Description Our client is seeking an experienced Technical Sales Manager to provide technical expertise across Personal Lines and Commercial short-term insurance business. This role combines technical underwriting authority, sales support, operational quality control and people management, with responsibility for ensuring accurate risk assessment, appropriate pricing and compliance with underwriting guidelines and reinsurance requirements. The successful candidate will lead and develop an internal sales team, provide technical guidance to brokers and internal stakeholders, oversee quality within the sales function and contribute to the development of products, processes and systems. You will be responsible for: Providing technical oversight across Personal Lines and Commercial insurance, approving and rating quotations within delegated authority and referring risks outside the mandate to Underwriting. Ensuring new business is issued in accordance with underwriting guidelines, standard operating procedures and applicable reinsurance treaty limits. Assessing and managing specialist product classes, including Products Liability, where applicable. Assisting with reinsurance administration, including arranging facultative placements for risks exceeding treaty limits. Conducting technical due diligence on broker books of business, identifying risks and providing findings and recommendations to management. Acting as the escalation point for technical queries from brokers, Portfolio Managers and internal sales staff. Supporting Sales Managers with technical input on broker proposals, risk assessments and new business opportunities. Investigating and resolving sales-related queries and complaints, escalating matters to management or Compliance where required. Collaborating with the Operations Manager to improve sales workflows, strengthen quality controls and ensure adherence to SLAs and turnaround times. Monitoring sales productivity, identifying operational inefficiencies and recommending improvements to management. Leading, coaching and developing the sales team, setting clear objectives, managing performance and implementing development plans. Training and mentoring staff on products, underwriting guidelines, procedures and quoting platforms. Developing and maintaining training materials, conducting refresher training and assessing staff competence to ensure technical accuracy and consistent service delivery. Ensuring the team maintains compliance with FAIS Fit and Proper requirements, including class-of-business training and ongoing CPD obligations. Preparing monthly reports covering quotations, sales, conversion rates, declines, commissions, referrals and quality findings. Participating in the testing of new systems and quoting platforms, providing feedback to improve functionality and accuracy. Coordinating the implementation of new products and sales initiatives, ensuring appropriate staff training and communication. Qualifications Grade 12 \/ Matric - essential. Full NQF Level 4 qualification in Short-Term Insurance - essential. RE5 Regulatory Examination for Representatives - essential. FAIS Fit and Proper compliance, including class-of-business training and CPD - essential. Higher Certificate in Short-Term Insurance (NQF Level 5) or higher - advantageous. RE1 Regulatory Examination for Key Individuals - advantageous. Skills The successful candidate will have: A minimum of 5 years' underwriting or technical sales experience within the short-term insurance industry. At least 3 years' experience managing a team, including coaching, performance management and staff development. Strong technical knowledge of Personal Lines and Commercial insurance products, rating methodologies, policy wordings and underwriting guidelines. Working knowledge of reinsurance arrangements, including treaty limits and facultative placements. Experience in specialist insurance classes, such as Products Liability, will be advantageous. Strong technical judgement and the ability to assess risk, interpret policy wordings and make sound decisions within delegated authority. Proven ability to provide technical guidance, resolve complex queries and maintain quality and accuracy across the sales function. Experience developing and delivering staff training, with the ability to translate technical information into practical guidance. Strong analytical, problem-solving, reporting and process-improvement skills. Excellent leadership, communication, relationship management and conflict-resolution skills. Proficiency in Microsoft Word and Outlook, with intermediate to advanced Microsoft Excel skills. Experience with the TIAL Operating System (System A) will be highly advantageous. Own reliable transport and willingness to attend external meetings as required. Willingness to work overtime and be available after hours from time to time. Benefits Employer provident fund contribution, forming part of the CTC.
