Website RBS
In 1988 Risk Benefit Solutions (RBS) started out as a small proprietorship. A little over 20 years on – it’s now one of the largest fully fledged financial services advisory firms in southern Africa. Our services cover a broad spectrum of needs including Insurance Broking, Risk Management, Corpora… read morete Risk Advisors, Employee Benefit Administrators and Consultants, and Health and Wealth management. Culture Our culture is characterised by a strong desire for innovation and problem solving with a flair for entrepreneurship. It’s an inspiring ethos that forms the heartbeat of our business and keeps us firmly on track. But our hard-working attitude aside, we make sure it’s only the work we take seriously – never ourselves. Values Our values form the DNA of our company culture. They underpin our every action and interaction – from the way we answer the phone to the way we work together as a team. Because they’re so important, we’ve created an easy-to-remember acronym: RUBICS. History Risk Benefit Solutions, better known as RBS, was founded by a small but ambitious group of entrepreneurs in 1998. A year later, after making its first acquisition, the staff complement numbered 26. Today, RBS is now a leading industry name and employs over 130 people. success can only be achieved through the success of our clients Since 1998, RBS has evolved into one of the largest fully fledged independent financial services advisory firms in Southern Africa, operating nationally and into Africa. Through a combination of targeted strategic acquisitions and a focus on driving organic growth, RBS has grown its market position by understanding that its success can only be achieved through the success of its clients. In 2011 RBS and Katz Breskal Insurance Brokers concluded a merger – and the newly formed company was re-branded RBS Katz Breskal. It was a synchronous move in which two like-minded companies understood the combined value of the business, the importance of unlocking embedded value and the economies of scale. Stan Katz and David Breskal, the founding members of Katz Breskal, have since retired and in 2014 the company reverted to the more familiar – and shorter – RBS. While the profile of RBS has changed significantly over the years, its core principles remain the same: to place a strong emphasis on service excellence and a desire to build and maintain the strongest relationships with its clients. Something RBS achieves by delivering innovative solutions to meet their client’s every need. 1st Floor Soho on Strand 128 Strand Street Cape Town 8001
Key Performance Areas & Outputs
Financial Performance
Achieve and maintain income targets as per budget.
Contribute to cost-efficiency by minimising general expenses.
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.
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.
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.
Requirements
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.
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Apply via company website ( http://www.rbs.co.za ) or