Business Consultant: Short-Term Insurance (STI)

Recruiter:

Telebest

Job Ref:

JBT000950/CL

Date posted:

Wednesday, July 7, 2021

Location:

Centurion, South Africa

Salary:

Market Related

SUMMARY:
Our client in the Insurance Industry has an opportunity available for a Business Consultant: Short-Term Insurance in the Pretoria area.

POSITION INFO:

Requirements:

Grade 12 National Certificate (NQF4) or an equivalent qualification;
Regulatory Examination 5 (RE5);
FAIS compliant for Commercial and Personal Lines Insurance;
Must meet Fit and Proper requirements;
Valid South African Driver’s License and Own reliable vehicle;
PC literate – intermediate knowledge of Word and Excel;
Minimum 5 years’ experience Short-term Insurance: Personal and Commercial Lines dealing directly with clients;
Minimum of 5 years’ sales experience in Short-term Insurance with proven record of success;
Display an understanding and knowledge of the products and industry
Advantageous requirements

Regulatory Examination 1 (RE1)
Short term insurance experience in the Medical field;
Experience working as a Broker

KPAs:

Source leads to meet agreed new business targets. Internal (group clients) & External (own sourced)
Develop new sales leads and to build a database of potential clients
Set up meetings with new leads
Obtain quotes from various insurers by calling or on-line
Present quotes to client & close quality business aligned to sales & marketing plan
Provide after sales service to ensure/ new business vests
Maintain and grow existing business by cross selling opportunities -Do Up and cross -selling on existing and new business
Negotiate with client regarding cancellation in attempt to get client to withdraw cancellation
Keep clients informed on progress of claims at all times
Complete weekly activity reports
Ensure FAIS compliance, industry standard and regulations are adhered to

Please note should you not receive a response within 7 days of applying, you may consider your application as being unsuccessful.

NB! This job is now closed. You can apply for other jobs by uploading your CV.

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Business Consultant: Short-Term Insurance (STI)

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