ABOUT US
At Mercedes-Benz Financial Services South Africa (MBFS SA), we pride ourselves on our reputation for service excellence and our care in providing flexible, innovative and tailor-made finance and insurance solutions. To achieve our goal of being the first-choice provider of vehicle financial products and services, we are looking for talented, diverse and inspired people with the skills, experience and innovative spirit to provide a first-class experience at every turn.
THE OPPORTUNITY
We currently have an exciting opportunity for an Insurance Sales & Reporting Specialist to join our highly skilled Insurance team. This role takes Insurance to a whole new level, encouraging you to exceed business needs and work in a collaborative team who are just as passionate as you to provide exceptional experiences.
JOB OVERVIEW
The Insurance Sales & Reporting Specialist is responsible for coordinating insurance sales performance, finance and management reporting, dealer and OneCu support, operational issue resolution, and continuous improvement across Mercedes-Benz Insurance. The role steers and monitors the outsourced sales operation but does not replace their responsibilities for recruitment, line management, disciplinary action, attendance management or day-to-day agent supervision. The position supports the Insurance Manager with accurate information, timely escalation, implementation tracking and operational follow-through within the MBFS Insurance Department and collaborating with the OneCu.
KEY TASKS:
Sales Performance Steering and Call Centre Supplier Oversight:
Monitor outsourced sales performance against lead turnaround, quotation, conversion, sales, service and customer feedback standards.
Drive lead management, pipeline follow-up and OneCu feedback throughout the sales process.
Coordinate operational priorities with the Call Centre, including campaigns, capacity planning and month-end focus.
Monitor service levels, quality, script adherence and retention performance; escalate risks, performance concerns and corrective actions to the Insurance Manager.
Oversee policy renewals, retention initiatives and binder operations, ensuring compliance with insurer requirements, service levels and delegated mandates.
Management Information and Month-End Reporting:
Act as business owner for the Lead Management System (LMS), driving issue resolution, uptime and continuous improvement.
Coordinate and consolidate monthly sales, portfolio, MIS and management reporting for Finance, Controlling, OneCu and insurers.
Validate source data, commissions, supplier invoices and portfolio submissions; investigate and resolve discrepancies.
Prepare performance reporting on referrals, quotations, conversions, penetration, dealers and campaigns.
Support portfolio reconciliations, commission calculations and reporting controls, maintaining audit-ready records.
Conduct data analysis to identify trends, improve processes, monitor profitability and recommend performance enhancement initiatives.
Manage insurer commission validations, MBSA warranty reporting and direct sales agent compensation.
Dealer Network and OneCu Support:
Provide operational support to dealers and F&I managers through OneCu.
Manage dealer queries, insurance lead updates and performance reporting.
Act as the liaison between the Call Centre, OneCu, dealers and insurers to resolve operational issues and track actions.
Serve as key user for insurance systems, managing incidents, testing, process improvements and business sign-off activities.
Customer, Policy and Complaint Escalation Support:
Coordinate the investigation and resolution of escalated customer, policy, claims, premium and service-related queries.
Gather supporting evidence, liaise with stakeholders and provide status updates.
Track corrective actions and identify recurring root causes, risks and control gaps.
Projects and Governance Support:
Support and coordinate insurance campaigns, product initiatives, strategic projects and process improvements.
Manage stakeholder engagement, implementation activities, reporting, action tracking and issue resolution.
Lead insurance-related projects, including MB Rent, Head Office and Extended Warranty initiatives, ensuring delivery against business, operational and regulatory requirements.
Maintain current insurance, reporting, systems and regulatory knowledge and share learnings across the team.
What is it like to be part of Mercedes-Benz Financial Services SA?
We represent an extraordinary brand by fulfilling our founders’ promise to deliver ‘The Best or Nothing’ which requires the efforts and talents of many exceptional people. Recognised as the Top Employer in the South African automotive industry, our passion for our people also extends to Employee Recognition and Reward programs, as well as providing access to learning and development opportunities. We strive to make our workplace one in which individuals feel challenged, fulfilled, and are able to reach their full potential. We are committed to providing a great workplace environment that fosters a culture of openness, support and camaraderie.
WHAT ARE WE LOOKING FOR?
Our mission at MBFS SA is to provide consistently outstanding brand and customer experience through outstanding preparation, attitude and teamwork. Our purpose is to create an effortless experience by providing ease and convenience in all our interactions with others.
In order to achieve our goals and be part of our team you will demonstrate the following:
Competences:
High level of attention to detail.
Effective at self-management, target driven and works well under pressure.
Strong communication skills and ability to work cross-functionally, both internally and externally.
Reconciliations, performance reporting and operational deadlines.
Ability to act as insurance Representative or as Representative under Supervision
Specific Knowledge:
Motor Comprehensive Insurance knowledge
Call center performance management
Motor comprehensive insurance and policy lifecycle processes.
Advanced proficiency in Microsoft Excel and management information reporting.
Working knowledge of FAIS conduct requirements, approved scripts, record keeping and escalation controls relevant to the role.
Familiarity with lead management, quotation, telephony and incident-tracking processes.
Qualifications & Experience:
Minimum 3 years work experience in insurance, sales operations, reporting or related environment.
Experience working with complex large volumes of data to disseminate trends, anomalies and make recommendations to management.
RE5/COB/FAIS
Project Management or business analysis experience advantageous
What is it like to be part of Mercedes-Benz Financial Services SA?
We represent an extraordinary brand by fulfilling our founders’ promise to deliver ‘The Best or Nothing’ which requires the efforts and talents of many exceptional people. Recognised as the Top Employer in the South African automotive industry, our passion for our people also extends to Employee Recognition and Reward programs, as well as providing access to learning and development opportunities. We strive to make our workplace one in which individuals feel challenged, fulfilled, and are able to reach their full potential. We are committed to providing a great workplace environment that fosters a culture of openness, support and camaraderie.
Mercedes-Benz Group of Companies South Africa is proud to be an equal opportunity employer. All qualified applicants will be considered; however, the following will apply:
Foreign nationals must qualify for a work visa/permit as per the provisions of the Immigration Act 13, 2002.
Division’s Employment Equity Plan in terms of the Employment Equity Act, No 58, 1998.
As part of the recruitment process, shortlisted candidates should be willing to undergo an Assessment Centre.
CLOSING DATE: 17 September 2026
Strictly no CVs will be considered sent via email.
The email address provided is only for queries on this specific requisition.
