Short-Term Insurance Business Development Manager

 

Recruiter:

Curiska

Job Ref:

3758007479

Date posted:

Friday, January 14, 2022

Location:

Johannesburg, South Africa


JOB SUMMARY:
-

JOB DESCRIPTION:

  •  Interact in professional manner with all clients (internal and external) in respect of new applications and amendments.
  • Updating databases / data capturing.
  • Answers client enquiries and questions regarding short-term insurance products, services and option changes.
  • Responds to the regular and routine client inquiries regarding short-term insurance claims, products and service.
  • Screens phone calls, enquiries and requests.
  • Organise and maintain diaries and schedule appointments.
  • Client Management (Book Management).
  • Assistance in administrative related support services.
  • Prepare and lodge quotations, claims, proposals and renewals
  • Gathering information, following up, preparing of summaries, meeting minutes and financial analysis when required.
  • Diary management including scheduling appointments and following up on diary requests to ensure appropriate and constructive allocation of time.
    - Timeous and accurate scheduling of meetings ensuring that venues and appropriate facilities have been
    arranged
  • Liaise with internal and external stakeholders.
  • General Administration support & functions.
  •  Manage the Corporate process which includes group presentations to corporate staff, one on one consultants, ensuring regular communication with staff, participation in corporate events, advertising and general relationship building.
  • Obtain effective turnaround time.
  • Conduct a proper needs analysis and offer professional advice.
  • Ensure that you are up to date with all product changes
  • Maintain and update business trackers on a weekly basis.
  • Be compliant in all activities in accordance with regulations and standards of all insurance regulations and professional guidelines and ethics.
  • Meet continuous professional development objectives as required by the industry

Minimum Qualifications
- NQF Level 5
- Administration/ Short-term insurance qualification
- FAIS Compliance, as per fit and proper requirements (Minimum Credits 120, DOFA)
- RE5
Experience
- Minimum 5 years’ experience in Sales (Face to face) in short-term insurance industry.
- Existing Book of short-term insurance clients (Minimum 300).
- Excellent sales track record.
- Good product knowledge of competitive insures in the industry.
- Be professional at all times with prospects, clients, staff and all other stakeholders.
- Experience in engagement with key business and external partners across all levels.
- Presentation skills, both one-on-one and to groups.
- Ability to present professionally to Executives and Corporate Accounts. 

 

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