Short Term Insurance Sales Executive
2 months ago
Our client, a well-established Financial Service Provider with over two decades of experience, is seeking a Short-Term Commercial Insurance Sales Executive for their Pretoria office.
This role involves managing and building client relationships, driving sales, and presenting product proposals. We’re looking for a bilingual professional (Afrikaans and English) to join their dynamic team. Apply now to be part of this forward-thinking organisation
Minimum Requirements:
- Minimum of 5 years experience within Short-Term Insurance industry.
- Proven track record as a Sales Executive.
- Completed RE5.
- Full FAIS compliant.
- Class of Business Certification.
Personality traits:
- Target driven.
- Attention to detail.
- Strong negotiation skills.
- Excellent communication skills.
- Analytical and administrative skills.
Duties and Responsibilities:
- Focussing on identifying potential clients, confirming policy sales and presenting clients with suitable insurance products.
- Accurate administration related to all policies and clients.
- Ensuring retention of business and facilitate new business by building relationships with clients.
- Actively networking to develop client base and identifying potential clients.
- Analysing client needs through interviews or inspections.
- Identifying the best suitable product for the client.
- Calculations of premiums and establishing payment methods.
- Calculating refunds, commissions and premiums using insurance rate standards.
- Determine risks through inspections or data analysis.
- Preparing of worksheets for policies and updating system.
- Notifying relevant departments of policy cancelations.
- Informing underwriter of updated policies.
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