Short Term Insurance Sales Executive

Recruiter:

Green Marble Recruitment Consultants

Job Ref:

JHB002200/KDW

Date posted:

Friday, January 17, 2025

Location:

Pretoria, South Africa

Salary:

300000 Annually

SUMMARY:
Are you an experienced Commercial Insurance professional with a knack for driving new business and cultivating client relationships?
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!

POSITION INFO:
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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