AH415867 - Commercial Account Exec (Short-Term Insurance Commercial Broker)

4 weeks ago


Durban, South Africa Professional Career Services Full time
Employer Description

A large commercial short term insurance Brokerage located in Kloof, KZN. Will Service Clients located Greater Durban areas.

Job DescriptionJob Description

Position Overview: The Account Executive builds a client base by identifying potential clients, presenting them with suitable product proposals and confirming policy sales. He/She must build relationships with clients to ensure retention of business and facilitate new business. An extensive knowledge of products and providers is necessary. The Account executive is responsible for complete and accurate administration related to all policies and clients.

Tasks

Mission, values and service Strategy

  • To Uphold and support the company mission, service strategy and values of client service, Professionalism, performance, innovation and partnership

Performance Management

  • KPIs set for balance scorecard in conjunction with reporting manager.
  • Performance appraisals prepared for as required.

Self-Development

  • Achieves and maintains FAIS requirements for position.
  • Keeps abreast of developments to the position
  • Continually works towards further self-development

Administration

  • Administration related to job completed accurately and on time
  • Organized, accurate and up to date files kept for each policyholder (including reinstated and cancelled)
  • Current client database is maintained.
  • Records and renewals completed accurately and timeously

Relationships

  • Relationships developed with customers whether internal or external
  • High Level of customer service in line with objectives maintained to facilitate customer retention and new business opportunities.
  • Relationships developed with relevant employees in other departments/branches

Sales

  • Leads identified and followed up in conjunction with the representative or JV partners.
  • Client base developed by active networking to find potential clients
  • Client needs analyses through interviews and/or inspection
  • Features, advantages, disadvantages fully explained to clients and sales closed.
  • Best Product(s) identified and proposed to client
  • Premiums calculated and payment methods established.

Processes

  • Risks determined through inspections and/or analysis of data.
  • Policy requirements such as documentation and the like need to be fulfilled.
  • Worksheets prepared for policies and entered the system.
  • Underwriting and accounts department notified timeously of policy activations and cancellations.
  • Existing policies and claims updated to reflect changes and underwriter informed.
  • Clients notified of any changes by insurer/brokerage and vice versa.

Product Knowledge

  • Extensive Knowledge of all classes of insurance offered to client and related products maintained
  • Insurer Knowledge in respect of products offered and maintained.
  • Ideas proposed for new products
  • Competitor information gathered and communicated.
Qualifications

RE required: Yes. Qualifications required: Industry related credits and Class of Business (Fit and Proper) Supervision completed: Yes

Skills

Minimum 3 years of experience in a similar Short Term Insurance Sales/Accounts Executive/Broker role within Commercial Short Term Insurance Space. Excellent communication and interaction skills. Attention to detail. Proven sales and marketing skills. High level of administration skills (filing/record keeping). Ability to analyse and take decisions. Sound knowledge insurance products and insurers. Knowledge of the insurance industry in general.

Salary / Package

R25,000 - R35,000 Gross per month commensurate with experience.

Benefits

Commission.



  • Durban, KwaZulu-Natal, South Africa Professional Career Services Full time

    Employer DescriptionA large commercial short term insurance Brokerage located in Kloof, KZN. Will Service Clients located Greater Durban areas.Job DescriptionJob DescriptionPosition Overview: The Account Executive builds a client base by identifying potential clients, presenting them with suitable product proposals and confirming policy sales. He/She must...


  • Durban, South Africa Professional Career Services Full time

    Employer Description A large commercial short term insurance Brokerage located in Kloof, KZN. Will Service Clients located Greater Durban areas. Job Description Job Description Position Overview: The Account Executive builds a client base by identifying potential clients, presenting them with suitable product proposals and confirming policy sales. He/She...


  • Durban, South Africa Professional Career Services Full time

    Employer DescriptionA large commercial short term insurance Brokerage located in Kloof, KZN. Will Service Clients located Greater Durban areas.Job DescriptionPosition Overview: The Account Executive builds a client base by identifying potential clients, presenting them with suitable product proposals and confirming policy sales. He/She must build...


  • Durban, South Africa Professional Career Services Full time

    Employer Description A large commercial short term insurance Brokerage located in Kloof, KZN. Will Service Clients located Greater Durban areas. Job Description Position Overview: The Account Executive builds a client base by identifying potential clients, presenting them with suitable product proposals and confirming policy sales. He/She must build...

  • Commercial Broker

    4 weeks ago


    Durban, South Africa Featherway Recruiting Full time

    **Sales Consultant Short Term Insurance** - Permanent Specialist position - Durban North, KwaZulu-Natal - R12,000 - R15,000 pm About the Position We are looking to grow out team of Short Term and Commercial insurance sales representative's across South Africa. Desired Experience & Qualification Qualifications: - Industry specific credits/qualification -...


  • Durban, South Africa HVM Full time

    **Specific duties and responsibilities** *Short-Term Insurance Underwriting Administration and Claims Administration. *Must have comprehensive knowledge of Personal Lines and Commercial Lines products. - Administration Role includes: - Broker Assistant - Servicing new and existing clients - Policy maintenance - Annual Renewal Process - Claims...

  • Short Term Commercial

    4 weeks ago


    Durban, South Africa RMV Solutions Recruitment Full time

    Short Term Commercial & Personal Line Broker Offices in Bedfordview, Centurion, Stellenbosch, Bloemfontein, Port Elizabeth and Umhlanga Rocks. Hybrid Our client has been driving innovation in the South African insurance industry for the past 25 years. As industry leaders, we are dedicated to creating technologically advanced solutions while upholding our...

  • Commercial Agent

    4 weeks ago


    Durban, South Africa Quantum Recruitment Pty Ltd Full time

    The client business product offering has grown significantly over the years which has led to the development of the face to face distribution channel The incumbent of this newly created position will be responsible for growing and developing the business portfolio **The key outputs for this role are as follows**: New Business sales Client service and...


  • Durban, KwaZulu-Natal, South Africa HVM Full time

    Specific duties and responsibilities*Short-Term Insurance Underwriting Administration and Claims Administration.*Must have comprehensive knowledge of Personal Lines and Commercial Lines products. Administration Role includes: Broker Assistant Servicing new and existing clients Policy maintenance Annual Renewal Process Claims Administration Client...

  • Insurance Broker

    1 week ago


    Durban, South Africa Quantum Recruitment Pty Ltd Full time

    **New Business sales** **Client service and management** **High level performance** **hardcore sales experience** **business to business sales** **on the road sales** **attitude with confidence and drive** **hunger for sales is key** **must be able to generate own leads** **Job Types**: Full-time, Permanent Ability to commute/relocate: - Durban,...


  • Durban, KwaZulu-Natal, South Africa Coverwise Financial Services Full time

    IntroductionShort-Term Insurance Brokerage that has been around for over 10 Years in the industry, looking for a mature dynamic and well presented Domestic & Commercial Underwriter to join the team.The Team's Characteristics are: Accountability Strong willed, Forward thinking, Enthusiastic Hard Working & Team PlayersThe company is based in Queensburgh.Duties...


  • Durban, South Africa Asset Tree Short Term (Pty) Ltd Full time

    Gathering information to obtain insurance quotations and reverting back to clients in a timeous manner. - Negotiating and processing new policies as well as renewals and endorsements. - Advising clients on their cover and answering client's queries. - Helping other departments if need be. Offices in La Lucia, Durban North. **Salary**: R10,000.00 -...

  • Commercial Broker

    2 weeks ago


    Durban, KwaZulu-Natal, South Africa Future Careers Full time

    General:Job Title Commercial BrokerJob Category InsuranceLocation Kwa-Zulu NatalEmployment Type PermanentArea DurbanBee status Include AllSalary Market RelatedMin Salary Not SetMax Salary Not SetExpiry Date 30th April 2023Deadline Date 30th April 2023Experience Experience RequiredIntroduction:Join this customer-centric and dynamic financial services company...

  • Insurance Broker

    2 weeks ago


    Durban, KwaZulu-Natal, South Africa Quantum Recruitment Pty Ltd Full time

    New Business salesClient service and managementHigh level performancehardcore sales experiencebusiness to business saleson the road salesattitude with confidence and drivehunger for sales is keymust be able to generate own leadsJob Types: Full-time, PermanentAbility to commute/relocate: Durban, KwaZulu-Natal: Reliably commute or planning to relocate before...


  • Durban, South Africa Ultra Personnel Full time

    Minimum NQF 4 /120 credits RE 5 (not negotiable) Personal and commercial class of business, if registered as a representative after 2017. Minimum 3 years **personal and commercial lines** experience required. Fair knowledge of the FAIS, FICA and POPI acts Servicing, maintenance and reviews of clients on our existing book (50 clients). Sourcing of own leads...

  • Financial Brokers

    2 weeks ago


    Durban, South Africa Ikusasa Recruitment Group Full time

    The Financial Brokers Personal lines is responsible for the selling personal insurance products and services to the right clients. Who can reach Target and source own leads Fixed Basic R20000-00 Plus Uncapped Commission Plus Medical Plus Pension Plus Guaranteed 13th Cheque **Responsibilities**: - Quotations for clients - Follow up on leads - Building and...


  • Durban, South Africa Ikusasa Recruitment Group Full time

    ommercial Sales Brokers who are able to work in a team or their own The Commercial Sale Brokers will be expected to do own lead generation and achieve targets.Our client is offering a uncapped commission structure with excellent perks. Write your own check with a Basic Basic R 25000-00 Plus Uncapped Commission Plus Medical Plus Pension Plus Guaranteed 13th...


  • Durban, South Africa Ikusasa Recruitment Group Full time

    The Financial Brokers Personal lines is responsible for the selling personal insurance products and services to the right clients. Who can reach Target and source own leads Fixed Basic R20000-00 Plus Uncapped Commission Plus Medical Plus Pension Plus Guaranteed 13th Cheque **Responsibilities**: - Quotations for clients - Follow up on leads - Building and...


  • Durban, South Africa Ikusasa Recruitment Group Full time

    Our client is looking for Broker Sales Representatives to sell directly Face to face for personal and commercial lines who can work in a team and by themselves Write more than 40 quotes a month, you must have strong lead generation. (Non Negotiable) Be able to obtain 5 referals a month. This is not a call center position. **Experience and Qualifications...


  • Durban, South Africa Momentum Insure Company Limited Full time

    **Introduction** **Role Purpose** To grow and ensure high levels of service offered by Momentum Insurance, developing and maintaining good business relationships with brokers. Educate these brokers in respect of Momentum Insurance Products to ensure that high standards are met and maintained and reduce risks. Introduction of new Momentum Insurance...