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Short Term Insurance Sales Executive

2 months ago

Pretoria, South Africa Green Marble Recruitment Consultants Full time
Minimum Requirements:
  • Minimum of 5 years experience within Short-Term Insurance industry.
  • Proven track record as a Sales Executive.
  • Completed RE5.
  • Full FAIS compliant.
  • Class of Business Certification.

Personality traits:
  • Target driven.
  • Attention to detail.
  • Strong negotiation skills.
  • Excellent communication skills.
  • Analytical and administrative skills.

Duties and Responsibilities:
  • Focussing on identifying potential clients, confirming policy sales and presenting clients with suitable insurance products.
  • Accurate administration related to all policies and clients.
  • Ensuring retention of business and facilitate new business by building relationships with clients.
  • Actively networking to develop client base and identifying potential clients.
  • Analysing client needs through interviews or inspections.
  • Identifying the best suitable product for the client.
  • Calculations of premiums and establishing payment methods.
  • Calculating refunds, commissions and premiums using insurance rate standards.
  • Determine risks through inspections or data analysis.
  • Preparing of worksheets for policies and updating system.
  • Notifying relevant departments of policy cancelations.
  • Informing underwriter of updated policies.