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The main purpose of this position is generating new business growth, retention of clients, new and current broker relationship management, market awareness, discovery and expansion of an allocated senior portfolio of broker with annual GWP's over R250,000
Key Functions:
Understanding insurance risks
Comprehension of policy wordings
Training of brokers on insurance products
Road-trip preparation and scheduling of meetings with clients
Power point presentation preparation
Solving of queries on instruction between various departments
Accurate loading of quotations
Material Preparation for training functions
Broker premium consolidation
Broker information consolidation
Broker target consolidation
Broker area distribution
Renewal preparation monthly
Research for Marketing Presentations
Team coordination within marketing department
Qualifications and Experience
At appointment
BComm or Engineering Degree or construction / engineering related diploma
Preferably 3 years marketing/sales short term engineering insurance experience
Generating new business growth
First Level Regulatory Examination:
Representatives
FAIS compliant as representative, not under supervision
Computer Literacy:
Microsoft Office - proficiency in Word, Excel PowerPoint and Microsoft Outlook
Comprehensive understanding of insurance legislation
Must have experience on insurance operating systems
Valid driver's license
Personal Qualities
Driven and Motivated
Well-spoken and confident
Public speaker
Initiative in terms of marketing opportunities
Target driven
Good telephone etiquette
Immaculate interpersonal skills
Ability to perform tasks under pressure
Attention to detail / accuracy Our commitment to transformation
Santam is the market leader in the general insurance industry in Southern Africa.
We are a large, diversified, expanding and transforming company and whilst based in South Africa, we are rapidly moving into a number of emerging markets, both in Africa and Asia.
Our success is rooted in our passion for our clients and everything we do is centered on our delivery of Insurance Good and Proper.
People drive our business so it follows that we want to recruit the best people possible whether they work for us permanently or for a short time as temporary employees.
At Santam we are committed to transformation and embracing diversity.This commitment is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce, representative of the demographics of our society.
In achieving our employment equity goals we give preference to applicants from the designated groups in alignment with the Divisions Employment Equity targets.