Short Term Insurance Specialist

2 weeks ago


East London, Eastern Cape, South Africa Abantu Staffing Solutions Full time

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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