New Business Sales Advisor (Personal Lines)

 

Recruiter:

IntelliStaff

Job Ref:

JHB001867/SS

Date posted:

Monday, April 12, 2021

Location:

Somerset West, South Africa

Salary:

MR


SUMMARY:
Our client in the insurance industry is urgently looking for a New Business Sales Advisor(Personal Lines) to join their team

POSITION INFO:

Location: Waterstone Village, Firgrove Rural, Cape Town

Job Description: 

To increase the organizations'' market share by selling appropriate risk solutions to new and existing clients within the Advisory Division.

Requirements:

  • Matric
  • Level 4 FETC Short-Term Insurance Qualification
  • RE5 Representatives
  • Minimum of 4 years’ experience within short term personal lines insurance, including 2 years in a Sales Environment
  • Experience in a brokerage is preferred

Responsibilities:

  • Develop and Implement a Pro-Active sales plan according to agreed Targets
  • Meet agreed on new business targets
  • Provide after-sales service to ensure/ new business Vest
  • Identify and build a relationship with Partners
  • Write quality new business aligned to sales/marketing plan
  • Negotiate with Insurers Re- Premium and Quotations
  • Do Up and cross-selling on existing and new business
  • Load policies, amendments, and endorsements on the system promptly
  • Ensure 1st premium payment processes and debits are discussed and agreed upon with the clients
  • Ensure data integrity on all systems
  • General correspondence and e-mails to clients according to company standards
  • Responsible for Pro-Active underwriting
  • Responsible for Re-Active underwriting.
  • Adhere to underwriting criteria-FAIS requirements and set company standards

 

 



 

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