Insurance Portfolio Growth Specialist

1 month ago


Cape Town, Western Cape, South Africa Energy at Work Projects Full time
Job Overview

This role is focused on growing the insurance portfolio for our clients at Energy at Work Projects. The ideal candidate must be familiar with the CT market and have a strong understanding of insurance products and providers.



Key Responsibilities


  • Identify potential clients and present them with suitable product proposals.
  • Build relationships with clients to ensure retention of business and facilitate new business.
  • Administer policies and clients with complete and accurate administration.
  • Ensure all service provisions meet the requirements of Treating the Customer Fairly (TCF).


Requirements

The successful candidate will have:




  • Eight years of experience in the insurance industry, with at least five years interacting with Commercial, Transport and Personal Lines clients.
  • Excellent communication and interaction skills.
  • Attention to detail and proven sales and marketing skills.
  • Negotiation skills and high level of administration skills.
  • Ability to analyse and take decisions, and proficient in Microsoft office suite.
  • Sound knowledge of insurance products and insurers, and knowledge of the Insurance industry in general.


Education and Training

The ideal candidate will have:




  • Completed the Short-term Insurance qualification, RE 5, and Product Specific Training.
  • Class of Business – Commercial and Personal Lines.
  • CPD hours in the current cycle.


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