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Short Term Insurance Specialist
2 weeks ago
Employment Type
:
Full Time
Experience
:
3 to 5 years
Salary
:
R15000 to R25000
Job Published
:
23 August 2023
Job Reference No
:
Overview / Purpose of the job:
- Take full responsibility for maintaining and developing the short-term book including Personal and Commercial (Business) insurance
- New business development and maintain existing clientele
- Full Administration function
Min Requirements:
- Matric
- RE 5, NQF 4 and CPD points essential
- Drivers License and own transport
Competencies:
(Knowledge, skills and attributes)**- Minimum - 5 years short term insurance sales experience in Personal and Commercial insurance
- Knowledge of
FAIS,
FICA and
POPI Acts
Responsibilities:
- New Business Sales and Servicing existing clients
- Sourcing of new clients through existing networks and referrals
- Cold calling
- Gathering information and documentation needed to request quotes from insurers and fulfil compliance standards
- Performing needs analysis for each client before quoting
- Do online quotes on the various insurer platforms
- Do comparison between various quotes and discuss with client
- Ensure compliance documents are completed according to regulations
- Build trust relationship with clients
- Servicing, maintenance and reviews of clients on our existing book
- Assessing client's insurance needs and their risk profiles
- Assisting clients with claims, amendments, and renewals
- Retention of existing clients
- Register new claims, follow up on claims, negotiate claims with assessors
- Arrange settlement
SKILLS:
Insurance
Life Insurance
Motor Vehicle Insurance
Sales
Cold Calling
RE5
FAIS
FICA
POPI
Administration
INDUSTRIES:
Insurance
Sales
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