Job Description
- Compile target lists based on the sales plan for identified clients as well as your own
- Development of new business pipeline
- Prepare action plans for effective search of sales leads and prospects
- Initiate and coordinate development of action plans to penetrate new markets
- Create and conduct proposal presentations to potential Clients
- Achieve new business sales targets in line with sales plans
- Provide after sales service to ensure that the new business vests
- Identify opportunities for up/cross selling and write additional business
- Regular Networking -Identify opportunities and implement marketing and promotional activities
- Build relationships through regular contact, identifying critical decision makers with all stakeholders (Client, Insurers, etc);
- Client Communication – Keep clients informed of developments in the industry and market
- Adhere to FAIS requirements and set company procedures
- Collate all relevant information once opportunity is presented by Potential Client and agree a Mandate.
- Negotiate with Market (Insurers) and obtain best possible proposals. Present to Potential Client using standardized company documentation only.
- Incept covers with Insurers once appointed using standardized company procedures only.
- Obtain a “Letter of Appointment” and “Debit Authority” from Client.
- Issue Client in writing a “Summary of Insurances” in respect of covers laid off
- Introduce the Account Executive to the client appointed on their Account and ensure a smooth handover procedure.
- Maintain a hard copy file throughout process as well as electronic version
Minimum Requirements:
- Matric
- Level 4 FETC Short-term Insurance Qualification
- Passed FAIS Regulatory Exam
- Higher Certificate in Insurance
- Post matric qualification is an advantage (BComm Risk/Accounting, BBA)
- Minimum 7 years short term insurance with 5 of the 7 years in a commercial sales and service capacity in a broking environment.
- Experience writing medium to large commercial accounts
- Successful new business acquisitions
- Experience in customer liaison; building and maintaining relationships
- Experience working in a Brokerage is an advantage
Competencies:
- Business Acumen (understand the economic environment & identify viable financial opportunities)
- Broking skills
- Influencing and negotiation
- Computer Literacy
- Communication
- Delegation
- Analytical Ability
- Numeracy skills
- Networking
- Presentation
- Report Writing
- Decision making
- Time management
- Selling
- Ability to manage own work and outputs
Knowledge:
- Insurance and brokerage industry and environment
- Comprehensive Commercial Insurance Product Knowledge
- Legal requirements of the insurance industry
- Marketing and sales principles
- Knowledge of products and services
- Technical Commercial Insurance Knowledge
- Knowledge of underwriting criteria
Please note only shortlisted candidates will be contacted.
GO APPLY NOW
Safe & secure application process
Explore More Opportunities
Job Seeker Tip
Consider temporary or contract work to gain experience and potentially convert to permanent roles.
How to Apply
Click “GO APPLY NOW” to visit the company’s application page.
Follow their instructions carefully.
JVR Jobs connects you with employers – we don’t process applications directly.
Latest Job Opportunities
Pretoria: Lynnwood, Pretoria: LEASING ADMINISTRATOR posted by Cora O’Neil Recruitment Agency
Lynnwood, Pretoria: LEASING ADMINISTRATOR Minimum Requirements: -Professional and well presentable Afrikaans speaking female, preferably aged approximately 40 – 50 years…
View JobJohannesburg: URGENT VACANCY: PROPERTY CENTRE MANAGER (x3) posted by Cora O’Neil Recruitment Agency
URGENT VACANCY: PROPERTY CENTRE MANAGER (x3) 3 positions available: REFERENCE CR2782 – Sunward Park, Boksburg REFERENCE CR2781 – Die Hoewes,…
View JobPretoria: Pretoria: CENTRE OPERATIONS COORDINATOR (x3) posted by Cora O’Neil Recruitment Agency
Pretoria: CENTRE OPERATIONS COORDINATOR 3x Positions available: -Queenswood, Pretoria Moot -Faerie Glen, Pretoria East -Silverlakes, Pretoria East Job Purpose: Training…
View JobPretoria: Cape Town City Centre: ADMINISTRATION CLERK posted by Cora O’Neil Recruitment Agency
Cape Town City Centre: ADMINISTRATION CLERK (For Law firm) Minimum Requirements: -Young, well presentable Afrikaans speaking female, aged approximately 20…
View JobPretoria: Menlo Park, Pretoria: CANDIDATE ATTORNEY posted by Cora O’Neil Recruitment Agency
Menlo Park, Pretoria: CANDIDATE ATTORNEY Minimum Requirements: -Well presented and professional Afrikaans speaking individual (Male preferred) -Afrikaans and English first…
View JobHoedspruit: GENERAL MANAGER – AGRICULTURE (HOEDSPRUIT)
Requirements: Relevant tertiary qualification in Agriculture, Agribusiness, or related field (advantageous). Minimum 10 years experience in a senior general...
View Job
Browse Employers
Job Alerts