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EMPLOYMENT TYPE : Permanent
SECTOR : Insurance
BASIC SALARY : Market Related
START DATE : A.S.A.P / Immediate

REQUIREMENTS:

8 years experience in commercial lines short-term insurance in a client facing role
RE5
FAIS Compliant
Excellent communication skills (Verbal and written)
Excellent client services skills
Excellent sales skills
Driven and self-motivated
Valid drivers license and own reliable transport

DUTIES:

Ensure new business targets are met by generating leads and securing new business
Ensure retention targets are met
Strive to achieve the agreed income budget for book of business
Ensure and contribute to minimization of expenses
Support and further the growth strategy of the group
Ensure that all stakeholder (e.g. clients, underwriters, insurers) communication is accurate, timeous, professional and relevant
Build and maintain mutually beneficial relationships with internal and external stakeholders
Ensure and contribute to achieving and exceeding own and company required client satisfaction targets by delivering an excellent client service experience
Provide professional and tailored insurance advice to clients that adhere to the companys quality standard and broader regulatory frameworks and keep a detailed and accurate record of advice
Apply expert business knowledge to understand the clients operations and compile a risk profile of the clients business
Perform a comprehensive analysis of the clients current portfolio and analyse current cover
Provide advice on the need to obtain updated valuations on all assets
To provide a timely professional service when obtaining quotes and conducting market exercises and comparative analysis
Compile and deliver presentations of services that adequately address and mitigate risks and add value to the clients portfolio
Provide support and advice throughout claims process until finalisation
Act as liaison between client and insurer to facilitate the transfer of documents and information
Follow and ensure adherence to underwriting processes for new business, endorsements, cancellations etc
Engage in clear, complete and timely communication regarding underwriting support required from underwriting support team
Remain informed regarding movements on client portfolio and act proactively to solve any issues or problems
Action age analysis to ensure continued cover
File all relevant documentation electronically and in hard copy
Contribute towards and ensure continuous improvement in own and team performance
Adhere to company mandates
Report any suspected fraud, misrepresentation and/or dishonesty
Keep accurate record of own activities
Ensure continuous professional and self-development
Keep abreast of features, benefits and ratings of insurance products available on the market
Share information and knowledge with the team