Commercial Lines Broker

3 weeks ago

Bedfordview, South Africa Mont Blanc Financial Services Full time

Mont Blanc Financial Services, a leading Short Term Commercial brokerage is appointing experienced Commercial Insurance Brokers who are dynamic, tenacious, target driven, in the East Rand.

**New Business Development**:

- Engage with potential clients and obtain an in-depth understanding of their short term insurance needs
- Build rapport and sell products to clients telephonically as well as in person
- Convince clients to make use of the recommended products and services
- Match customers need to suitable products available at your disposal
- Secure a comfortable income through the successful conversion of opportunities
- Telephone and cross quote to all prospective clients on a daily basis
- Generate access to potential short term insurance markets
- Cold Calling

**Relationship Management**:

- Build and maintain internal and external relationships which includes insurers, clients and lead providers
- Match customers need to suitable products available at your disposal
- Provide ongoing service and support to your client base

**Compliance and Portfolio Management**:

- Ensure that all information and documentation required for the issuing of policies is obtained from the client and to ensure that all policy documentation is completely and accurately filled out
- Ensure that all the relevant information required to accurately render quotations is obtained
- Ensure compliance and procedural requirements are met at all times Continual updating of your clients Drive folders and Salesforce
- Attend to maintaining the continuous and updated relationship with the client’s in your portfolio, including but not limited to the attendance on revisions of cover and/or renewals of policies
- Investigate all refunded debit orders (or unmet debit orders) in respect of those clients forming part of your portfolio on a monthly basis and on the same day of the debit order having being returned and/or unmet

**We need you to have**:

- Matric Certificate and relevant insurance qualification (RE and FAIS credits) will be an advantage
- Minimum 1 year Short Term (Commercial, Marine or specialist) broking or sales experience
- Self-disciplined, resilient and an entrepreneur at heart Passionate/tenacious/self-motivated and dynamic
- Own reliable vehicle and valid driver’s license
- Money hungry and target drive
- An excellent communicator

**Salary**: R20,000.00 - R100,000.00 per month

Ability to commute/relocate:

- Bedfordview, Gauteng: Reliably commute or planning to relocate before starting work (required)

Application Question(s):

- Do you have your own vehicle?

**Education**:

- High School (matric) (required)

**Experience**:

- Commercial Lines: 1 year (required)

Application Deadline: 2023/02/24

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