Short-term Insurance Broker
3 weeks ago
Our client is looking for a Short-term Insurance Broker to join their team.
Acquire new clients and win accounts against competitors
Assist prospective clients with filling out forms, communicating with the company, finding the best plans and strategies, and negotiating the final deals
Understand the provisions of each policy and communicate this information to the customer
Share client information with insurance carriers to determine which products are best to recommend
Act as a liaison between insurers and clients
Building and maintaining business relationships with clients
Preparing reports for insurance underwriters
Research insurance trends, policies and products
Achieving a minimum target of R2 500.00 commission per month. This equates to about 10 short-term insurance policies per month, with a commission value of R350.00 per policy.
Cold calling and lead sourcing is not a part of the brokers daily responsibilities. Leads are given to the short-term department via inbound call centre agents and the life, tax and billing departments.
There is an admin assistant who is dedicated to the New Business Development Broker, to assist with quotations, obtaining the necessary information from clients and booking appointments.
Key Skills
Customer service.
Numeracy.
Organization.
Problem-solving.
Attention to detail.
Analytical skills.
Communication
- Job Role: Short-term Insurance Broker - Key Accounts
- Industry: Other
- Salary: Negotiable
**Required Skills**:
5 Years of Experience
**Qualifications**:
- Matric
- RE5
- Minimum 4 years’ experience relevant to the short-term insurance industry.
- Both personal lines and commercial lines experience and accreditation required. This includes personal and commercial lines class of business certificates (If appointed as broker after 1 May 2018).
- Own reliable transport
- Driver’s license
**Job Types**: Full-time, Permanent
**Education**:
- High School (matric) (required)
**Experience**:
- short-term insurance industry: 4 years (required)
License/Certification:
- Relevant NQF level 4 or 5 (required)
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