Responsibilities:
Build your own insurance portfolio by:
Being able to prospect for new clients through networking, Cold calling and door
– door canvasing for new business
Effective communication with both internal stakeholders and clients.
Conduct a comprehensive risk evaluation for the client.
Providing solutions to clients by selling short term products aligned
to the needs of the client.
Drafting, tracking and measurement of your personal business plan.
Providing on-going service and support to your individual client base (amendments,
renewals, claims etc.).
Retention of existing business including renewal discussion in line with FAIS
Developing internal/external relationships with clients.
Continuous building of your client base hence securing future income.
Keeping abreast with the commercial insurance market changes and developments.
Achieving/Exceeding targets consistently
Providing feedback to line management when requested.
Attending all weekly and adhoc team meetings.
Working closely with internal stakeholders that is, underwriting/actuarial, claims as well
as surveying.
Adhering to all quality standards and measures in place.
Qualification and Experience
Essential
Completed Matric or National Senior Certificate
FAIS credits/Full Insurance Qualifications (depending on Dofa)
RE5 (depending on Dofa)
Must have your own reliable transport
Valid code B driver’s license
Competencies :
Self-starter
Communication (verbal and written) in English
Numerical & mathematical skills
Team supervisory skills
Confident and enthusiastic self-starter who can take initiative
Must be able to work independently as well as part of a team - balances team and
individual responsibility, provides and accepts feedback
Analytical skills
Problem-solving skills
Relationship management skills
Presentation and facilitation skills
Resilience - Ability to work well under pressure in dynamic environment
Flexible and adaptable
Influential, concise, rational and practical communicator
Creative flair and innovative thinker
Relationship management
Discretion, judgment and high levels of trust
