Personal Lines Sales Consultant

2 weeks ago

Bedfordview, Gauteng, South Africa Locirite Pty Full time R250 000 - R500 000 per year
Introduction

Are you a proactive, client-focused professional with a passion for personal lines insurance?

Our client, a well-established insurance brokerage in Bedfordview, is seeking a dedicated and driven Personal Lines Sales Consultant to join their team.

In this role, you'll be at the forefront of client relationship management, driving new business acquisition, and ensuring exceptional service delivery. If you thrive in a fast-paced, dynamic environment and have a flair for building long-lasting client relationships, this could be the perfect opportunity for you

Duties & Responsibilities

New Business Acquisition:

  • Your primary responsibility will be to drive the acquisition of new personal lines insurance clients. Armed with a proactive and tenacious approach, you will identify and target potential customers through various channels, including referrals, lead generation, networking, and digital outreach.
  • Identify opportunities to advise clients on additional benefits available to them with the aim of up-selling their short-term insurance cover.
  • Proactively communicate with clients about these opportunities, tailoring recommendations to meet their specific needs.

Client Relationship Management:

  • Maintain and develop strong business relationships with existing clients, ensuring a deep understanding of their needs and preferences.
  • Provide excellent service levels to these clients through continual communication on all aspects relating to their portfolios.
  • Act as the main point of contact for clients, offering advice and support to ensure their insurance needs are met.

Service Delivery:

  • Deliver accurate, timely, and compliant advice and administration to clients, ensuring all aspects of their policies are managed effectively.
  • Liaise with clients regularly to discuss their policies, progress on claims, unpaid debit orders, outstanding requirements, and any other relevant matters.

Record Keeping and Administration:

  • Keep meticulous records on Salesforce and Drive of all advice given, communication of information obtained, and changes made to client portfolios.
  • Follow up on all instructions sent to insurers to ensure the completion and accuracy of work done, maintaining high standards of service.

Retention Activities:

  • Attend to retentions within the Personal Lines Department, managing both telephonic and written communication with clients regarding unpaid debit orders and payment arrangements with insurers.
  • Update RD cases and manage the cancellation of policies on our CRM as necessary, ensuring that all client records are accurate and up-to-date.

Training and Development:

  • Attend training sessions as required to acquire the necessary accreditation and stay updated on industry standards, regulatory changes, and best practices in personal lines insurance.

Ad-hoc Duties:

  • Perform any other duties as required by the Department Head, demonstrating flexibility and a willingness to support the team in various capacities.
Desired Experience & Qualification

  • Matric Certificate (essential)

  • FSCA Compliance (essential)

  • Own Laptop

  • RE and NQF4 accreditation highly advantageous (depending on date of first appointment)

  • Minimum of 2 year's experience in generating new business in the personal lines insurance space

  • Strong communication, interpersonal, and client-service skills

  • Results-driven, proactive, and able to work independently

Package & Remuneration

Negotiable basic salary + commission

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