Short Term Sales and Support Administrator

2 weeks ago


Johannesburg, Gauteng, South Africa Time4Biz Full time

SHORT-TERMSALES AND SUPPORT ADMINISTRATOR


Our client based in Blair Atholl, is in the Financial Planning and Wealth Management industry, they are seeking a
SHORT-TERMSALES AND SUPPORT ADMINISTRATOR to join their team at their prestigious offices.


Duties and Responsibilities and Performance Outcomes

  • Call leads brought in by Brokers and do quotes
  • Call existing clients on database cross sell to offer short term insurancecover
  • Review policies at renewal stage
  • Inhouse Servicing and amendments
  • Load Tasks and ensure continuously updated
  • Capturing quote info & utilizing the various quote platforms available
  • Presenting and following up on quotations issued
  • Capturing new bus on Xplan and new bus/pipe spread sheet?Sending thank you ,disclosure and pol schedules
  • Prospecting-Tele sales calling for new business
  • Ensure Disclosure letters and Fais requirements are complete
  • Account queries ,arrear premiums, cancellations and double deductions, retentions
  • Following up on requirements, processing claims
The client is open to negotiate the package based on qualifications and experience. Commission is earned, incentives for activities, group life insurance and hospital cover, company uniforms

**PLEASE NOTE

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