Account Handlers

SUMMARY:
Our client in George is hiring an Account Handler.

If you are passionate about sales, enjoy building strong client relationships, and have experience in the short-term insurance industry, this could be the perfect opportunity for you. Join a dynamic team where you'll play a key role in driving business growth while providing clients with tailored motor insurance solutions.

POSITION INFO:
Description:
The successful candidate will be responsible for generating motor insurance leads by building and maintaining strong relationships with business partners. The role involves following up on leads, contacting prospective clients, preparing and presenting insurance quotations, and finalising insurance policy agreements. The Account Handler will also identify opportunities to upsell additional insurance products and services while delivering exceptional customer service and achieving sales targets.

Requirements:

• Grade 12 / Matric (essential)
• Previous experience in sales, account management, or customer service (preferred) 
• Strong communication and relationship-building skills
• Proactive, results-driven mindset
• Ability to manage multiple accounts and priorities effectively
• Resilient with a strong sense of ownership and accountability
• Computer literate 
• Good organisational and time management skills
• Ability to work in a fast-paced, target-driven environment
• Valid interest in the motor industry is advantageous
• Post-matric qualification is beneficial but not required.

• Establish relationships - Call representatives business partners when instructed (cold calling and pre-qualified leads) in order to initiate and build relationships to generate leads
• Preserving relationships
• Brand Representation
• Sales related tasks - Assist in monitoring and addressing lead quality issues to maintain conversion targets on leads generated.

• Capture all leads generated
• Provide feedback to partners on leads in a timeous manner to ensure a smooth service delivery.
• Assist the sales team with any necessary client information to allow them to quote the leads generated.
• Follow up with partners, Client Care and Retentions on cancellations
• Monitor and manage referral fee payments to partners, including liaising with
• Keep all contact details of partners correct, as well as payment and tax information, to ensure speedy service and full compliance with financial guidelines.
• Track partner performance and compile reporting as guided.