Short Term Insurance Consultant
2 months ago
- The successful incumbent will have at least two (2) years experience as a client portfolio manager / underwriter.
Formal education and qualifications as a minimum requirement
- Class of Business in Short-term Personal and Commercial Lines.
- B-Com Degree or a Higher Certificate in Short-term Insurance NQF 5 (minimum 120 credits).
- Regulatory Exam for representatives (RE5).
- Excellent analytical skills
- Excellent communication skills
- Passionate about customer care
- Ability to work independently
- Attention to detail
- Innovative, outgoing and a dynamic persona
- Marketing of Short-Term Insurance products personal and commercial line insurance.
- Building and maintaining business relationships with clients.
- Analyse markets, service providers and products to meet set targets.
- Focus to add new clients on the portfolio.
- Discussing and assessing clients current and future short-term insurance needs.
- Researching insurance policies and products and stay informed with change strategies from service providers.
- Negotiating policy terms and costs with insurance providers.
- Arranging insurance cover for clients with the insurance provider.
- Keeping detailed records on the relevant systems.
- Preparing management reports.
- Advising clients on claims.
- Renewing or amending existing policies for clients.
- Undertaking general administrative duties.
- Marketing ventures to reach minimum goals.
- All new and existing clients must be aware of the complete Financial Service that the Company renders.
- Maintain constant portfolio growth through the recruitment of new clients.
- Give guidance to Administrators with regard to work procedures.
Shortlisted candidates will be expected to undergo psychometric testing and background screening.
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