Short Term Sales Consultant
3 months ago
**Experience and skills requirement**:
FAIS accreditation
2 years industry experience
Sound knowledge of short term commercial and personal lines experience
Experience on any CRM system would be highly beneficial
Proficient in MS Word, MS Excel and Outlook
Excellent relationship building skills
Excellent telephonic skills
Eloquent and well spoken
Excellent administrative skills
Negotiation skills
Dynamic
Proactive
Must have a valid drivers licence and own vehicle
**Position Description**:
Call existing clients and leads brought in to sell and offer other insurance cover / products. Strong insurance sales and administration.
**Short term Sales personal and commercial lines duties**:
Call leads brought in by Brokers and do quotes
Prospecting -Tele sales calling for new business
Call existing clients on database cross sell to offer other insurance cover / products
Review policies at renewal stage
In-house Servicing and amendments
Load Tasks and ensure continuously updated
Capturing quote info & utilising the various quote platforms available
Presenting and following up on quotations issued
Capturing new business on Xplan / CRM and new business/pipe spread sheet
Sending thank you, disclosure and policy schedules
Ensure Disclosure letters and FAIS requirements are complete
Account queries, arrear premiums, cancellations, and double deductions,
retentions
Following up on requirements, processing claims
Package: R 15 000 to R20 000 basic p/m depending on experience + commission +
incentives, group life insurance, medical hospital cover.
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