Short Term Insurance Specialist

2 weeks ago


East London, South Africa Abantu Staffing Solutions Full time

**Employment Type **:Full Time

**Experience **:3 to 5 years

**Salary **:R15000 to R25000

**Job Published **:23 August 2023

**Job Reference No. **:2713190077

**Overview / Purpose of the job**:

- Take full responsibility for maintaining and developing the short-term book including Personal and Commercial (Business) insurance
- New business development and maintain existing clientele
- Full Administration function

**Min Requirements**:

- Matric
- RE 5, NQF 4 and CPD points essential
- Drivers License and own transport

**Competencies**:(Knowledge, skills and attributes)**
- Minimum 3 - 5 years short term insurance sales experience in Personal and Commercial insurance
- Knowledge of FAIS, FICA and POPI Acts

**Responsibilities**:

- New Business Sales and Servicing existing clients
- Sourcing of new clients through existing networks and referrals
- Cold calling
- Gathering information and documentation needed to request quotes from insurers and fulfil compliance standards
- Performing needs analysis for each client before quoting
- Do online quotes on the various insurer platforms
- Do comparison between various quotes and discuss with client
- Ensure compliance documents are completed according to regulations
- Build trust relationship with clients
- Servicing, maintenance and reviews of clients on our existing book
- Assessing client's insurance needs and their risk profiles
- Assisting clients with claims, amendments, and renewals
- Retention of existing clients
- Register new claims, follow up on claims, negotiate claims with assessors
- Arrange settlement

**SKILLS**:
Insurance

Life Insurance

Motor Vehicle Insurance

Sales

Cold Calling

RE5

FAIS

FICA

POPI

Administration

**INDUSTRIES**:
Insurance

Sales



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