Broker Relationship Consultant (insurance)

SUMMARY:
Broker Relationship Consultant (insurance) -

POSITION INFO:

Job Position: Broker Relationship Consultant (insurance) 

Ref: 3702

Location: Cape Town and Durban

Salary:  R380 000 per annum commensurate with experience and qualification

Qualifications / Requirements

• Matric/Grade 12
• FAIS credits (minimum 30 credits in short term insurance if date of first appointment is before 2010); or if date of first appointment is on or after 01/01/2010, a full recognised qualification as per the FSCA qualification list
• FAIS Regulatory examination for Representatives (RE5)
• 12 CPD (continuous professional development) points
• Minimum of 3 years'''''''' experience in selling short term insurance either as a Broker Agent or Tied Agent
• All required regulatory exams and accreditation
• Candidate must have his own transport (CAR) and license
• Extensive knowledge of the short-term insurance industry
• Thorough understanding of the short-term insurance industry and products
• Thorough understanding of business principles
• Interpersonal skills
• Ability to handle conflict
• Negotiation skills
• Problem solving skills
• Risk assessment and analysis
• Insurance principles and practice
• Customer and personal service
• Clerical and administrative procedures
• Be professional at all times with prospects, clients and other stakeholders
• Presentation skills, both 1:1 and to groups
• Ability to present professionally
• Sales skills

Key Performance Areas:

• Provide quotations for broker and intermediaries within agreed service level agreements
• Quoting at least 100 quotes per month
• Achieve monthly contracted financial targets
• Grow existing Broker book and have a pro-active broker contact plan for visitations and engagements
• Updating Brokers on developments or changes with packages/services
• Assist Brokers with factual information to assist them in providing quotations for their prospective clients
• Follow up on outstanding information immediately
• Obtain completed proposal form and documentation required from the Broker or intermediary
• Check that documentation and forms received are correct and forward to pre-gatekeeping
• Complete daily report on quotations done and policies accepted, to monitor activity and conversion rate
• Keep up to date and fully informed on product comparisons with opposition products

NB! This job is now closed. You can apply for other jobs by uploading your CV.