Independent Short Term Insurance Broker

2 weeks ago


Pretoria, South Africa CFS Recruitment Full time

My insurance client is looking for an Independent Short Term Insurance Broker (Commercial)

B**asic (for 5 months) plus commission for guys with less than 3 years experience, those who have been working for longer will have their own book that they will be able to bring over.**

**Minimum Requirements**:

- Computer literate with knowledge in Excel, Word and MS Suite;
- Grade 12;
- RE5 Certificate completed;
- NQF 4 in Short-term insurance (commercial lines);
- 3 years+ Insurance Sales experience to Businesses;
- 1 years+ Client Services experience;
- Own a reliable vehicle and valid driver’s license.

**Duties**:

- Generating own leads;
- Handling and reporting on leads from Financial Advisors;
- Cold calling;
- Gathering information and documentation needed to request quotes from insurers and fulfil compliance standards;
- Performing needs analysis for each client before quoting;
- Building a trusting relationship with clients;
- Requesting quotes from different insurers and doing a comparison for the client;
- Make sure that all compliance documentation is completed and discussed with the client;
- Handling of client from lead to activation of policy;
- Could be called on to aid at renewal stage of policy;
- All communication with the client from first contact to supplying new policy welcome pack and following up for initial
- outstanding information;
- Administration function of activating new policy and cancelling old policy if a client comes over from another broker;
- Reporting to Manager and Financial Advisors on Leads and production figures;
- Remain Fit and Proper, throughout;
- Rerouting of clients to underwriting and claims when needed



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