Position Description

Title: Sales Consultant Short Term Personal and Commercial Lines Insurance
Location: Fourways

Position Purpose:

Our client, based in Fourways, whom are in the Insurance industry, are seeking a SHORT TERM SALES CONSULTANT to join their team

Minimum Requirements:

• RE Certificate
• Have a good understanding of the FAIS legislation
• At least one year’s experience selling Short Term Insurance
• Must have experience in Microsoft Office, especially Excel
• Xplan CRM package (highly advantageous)
• Must have ability to meet deadlines and keep work up to date

Duties and Responsibilities and Performance Outcomes:

• COMMERCIAL AND PERSONAL LINES SHORT TERM INSURANCE SALES process from quote generation to closing the deal, telephonically and face to face, while adhering to the quality standards set by the company
• New Business and up selling of existing clients
• Sourcing new leads for both personal lines /commercial short-term insurance
• Handling client queries
• Loading of Policy Information and new applications
• Database Management, PR work to current database (taking care of and calling the existing client base to review portfolio, contact details and make sure portfolio is up to date)
• Obtaining leads from Short term/Medical Aid clients for the Life Division
• Contacting referrals and doing quotations follow ups on closing business and e-mailed quotes
• Liaising with Broker Consultants from various insurance companies
• Credit Control – Phoning clients who are in arrears and sorting out problems
• Liaising with the Driver for collection and Delivery of Documentation
• Requirements for tracker, inspection to be followed up as well as all outstanding business to acceptance stage
• Adding benefits to existing policies

Package on Offer:

• Basic salary highly negotiable based on qualifications and experience
• Commission
• Attendance Bonus