BROKER

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