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Short Term Personal Lines
1 week ago
Overview
Short Term Personal Lines & Commercial Sales Advisor
Are you an energetic, driven individual who has a passion for customer services, than this position is for you.
One of the largest financial services is seeking to appoint customer services consultant for their call center.
Minimum Requirements:
Matric ITC and Criminal Clear Experience as Short Term Personal lines & Commercial Sales consultant Minimum 1-2 years solid sales experience within the insurance industry Customer Service experience in Short-term insurance Regulatory Examination
Call leads brought in by Brokers and do quotes
Call existing clients on database cross sell to offer short term insurance cover
Review policies at renewal stage
In-house Servicing and amendments
Load Tasks and ensure continuously updated
Capturing quote info & utilising 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
Knowledge and Skills:
- Attention to detail
- Self-motivated
- Quality orientated
- Target driven
- Enthusiastic and passionate
- Adaptable
- Integrity
- Time management
- Ability to work under pressure
- Interpersonal and communication skills
- Selling and negotiation skills
- Customer service oriented
Salary:
R15, R20,000.00 per month
Ability to commute/relocate:
- Johannesburg, Gauteng: Reliably commute or planning to relocate before starting work (preferred)
Application Question(s):
- Are you efficient in Word, Excel & Outlook?
- Do you have a RE5 and industry related qualification at 120 Credits for the sales position?
Education:
- High School (matric) (required)
Experience:
- Min 2 Yrs industry related (required)
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