Senior Commercial Insurance Specialist

2 weeks ago

Cape Town, Western Cape, South Africa Green Marble Recruitment Consultants Full time

We are seeking a highly skilled Commercial Insurance Sales Executive to join our team at Green Marble Recruitment Consultants. As a key member of our team, you will be responsible for identifying potential clients, presenting them with suitable product proposals, and confirming policy sales. Your primary focus will be on building relationships with clients to ensure retention of business and facilitate new business opportunities.

Key Responsibilities:
  • You will be responsible for analysing client needs through interviews and/or inspections, identifying the best product(s) to propose, and explaining features, advantages, and disadvantages to clients.
  • You will need to calculate premiums, establish payment methods, and ensure policy requirements such as documentation and medicals are fulfilled.
  • You will be responsible for preparing worksheets for policies, entering data into the computer system, and notifying the insurance agent and accounts department of policy cancellations.
  • You will be required to maintain knowledge of insurer products and communicate competitor information.
  • You will need to develop new business ideas and gather competitor information to stay ahead in the industry.
Requirements:
  • You must be fully bilingual in Afrikaans and English.
  • You must have at least 8 years of experience in the insurance industry.
  • You must have at least 5 years of experience in commercial and personal lines.
  • You must have an updated Date of First Appointment.
  • You must hold a Short-term Insurance qualification.
  • You must have a RE 5 Certification.
  • You must have Product Specific Training.
  • You must have Class of Business Commercial and Personal Lines.
  • You must have CPD hours in the current cycle.
  • You must have extensive knowledge of all classes of insurance and related products.
  • You must have a proven sales and marketing track record in Insurance.
  • You must have experience with insurance systems such as Flexi and Cardinal 360.

Please note that the above job description is written in the original language of English and is intended for the Green Marble Recruitment Consultants company only.

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