Short Term Insurance Broker

SUMMARY:
Johannesburg based, dynamic, progressive Short Term Insurance company urgently requires your experience in Commercial & Personal Lines external sales.

POSITION INFO:

PRINCIPAL ACCOUNTABILITIES:

Client/ Company Liaison

• Source new business, preferably in the trucking industry
• Schedule appointments as per business requirements
• Engage with potential clients and obtain a needs analysis of their short term insurance needs
• Conduct presentations to prospective clients
• Convince client to make use of the recommended products and services
• Provide ongoing service and support to clients
• Be accountable for achieving profit targets and growth
• Ensure compliance and procedural requirements are met at all times

Business Management/Operations

• Determine possible clients in terms of leads and opportunities

Administration

• Acquire quotations
• Follow-up on inadequate policy information
• Attend to ad hoc business needs as and when required
• Responsible for policy accuracy, client satisfaction in terms of broker function
• Maintenance of COMPANY standard documentation as per FAIS requirements

KEY MEASURES:

• Client feedback
• Accuracy of communication and written information
• Client loyalty and profitability
• Growth of business

 WHAT SUCCESS WILL LOOK LIKE:

• Business and profit growth to achieve budgeted ratios and figures
• Client’s are impressed by marketer / brokerage service / efficiency
• A professional image is maintained
• Profit % consistently meets targets

SKILLS AND COMPETENCIES FOR SUCCESS:

• Grade 12
• Relevant insurance qualification (RE5 and Insurance
• Qualification will be an advantage
• Minimum 1 year short term (Commercial and Personal
• Lines) sales experience
• Own reliable vehicle and valid driver’s license
• Target Driven
• Practical knowledge of transport industry i.e. career experience
• Excellent communicator - Multilingual

Interpersonal competencies

• Sound negotiation and understanding skills, with the ability to rapidly establish rapport and persuade
• Ability to establish relationships with ease
• Strong ability to present, convey and sell ideas, prospects and concepts
• Interacts with others in an assertive and confident way, displaying tact and preserving the relationship as appropriate
• Dedicated to the industry, sustaining the interest of others in potential business opportunities
• Cautious when dealing with new/ prospective clients

Personal competencies

• Makes systematic and rational judgements based on relevant information
• Conscientious - pays attention to detail to ensure quality
• Organises appointments, renewals continuous maintenance of client’s portfolios
• Action orientated – demonstrates and readiness to service clients even beyond the call of duty.
• Commitment – to complete outstanding tasks
• Displays integrity and trustworthiness
• Flexible

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