Short-Term Insurance Business Development Manager

•  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.