Business Development Executive

SUMMARY:
Upper Highway - Drive Your Career Forward in Personal Lines Insurance!

Are you a results-oriented sales professional looking to leverage high-quality, warm leads without the hassle of cold calling?
Join a leading brokerage where your expertise in relationship building and personal insurance will directly contribute to a thriving client base.

POSITION INFO:
Our client is a well-established and prominent short-term insurance brokerage in South Africa. They are recognized for delivering tailored insurance solutions and maintaining a strong commitment to innovation and service excellence within the financial services sector.

The Business Development Executive will focus on growing the personal lines portfolio by converting provided leads into long-term clients. This role is ideal for a proactive individual who excels at assessing client needs and providing expert advice in a professional, service-driven environment.


Key Responsibilities:

• Effectively engage with company-provided leads to develop relationships and assess specific personal insurance requirements.
• Convert leads into new business by presenting tailored insurance products that meet individual client needs.
• Oversee the onboarding process for new clients, ensuring high levels of satisfaction and a seamless transition into the brokerage.
• Maintain an in-depth understanding of personal lines products and market trends to provide accurate, expert advice.
• Collaborate with management to implement strategies focused on achieving sales targets and expanding the client base.
• Track and report on sales activities and conversion rates, providing regular updates to the General Manager.
• Address all client inquiries promptly to ensure retention and a positive brand experience.

• Matric (Grade 12)
• Relevant insurance qualifications (e.g., NQF Level 4) and RE5 certification are highly advantageous.
• Proven experience in sales or business development within the short-term insurance industry.
• Strong understanding of personal insurance products and underwriting principles.
• Excellent negotiation and interpersonal skills with a professional command of English.
• A high level of attention to detail regarding documentation and data management.

• Maintains a high degree of accuracy in a fast-paced environment.
• Ability to identify potential risks and address client needs before they become issues.
• Genuinely committed to providing high-quality service and building lasting rapport.
• A strong team player who works effectively within a collective sales and management structure.