SHORT TERM INSURANCE SALES /ACCOUNT EXECUTIVE

 

Recruiter:

Della Martina Recruiting

Job Ref:

DMR

Date posted:

Tuesday, February 16, 2021

Location:

Durban, South Africa

Salary:

R20 000 per month


SUMMARY:
ACCOUNT EXECUTIVE / SHORT TERM INSURANCE

POSITION INFO:

Well established Insurance Brokerage specializing in Heavy Motor Vehicle Insurance has a vacancy for a Short Term Broker / Sales Executive with Sound Insurance and Sales Experience.

KEY RESPONSIBILITIES :

  • Client/ Company Liaison - direct sales
  • Source new business, preferably in the heavy vehicles / trucking industry
  • Schedule appointments as per business requirements
  • Engage with potential clients and obtain a needs analysis of their short term insurance needs
  • Conduct presentations to prospective clients
  • Practical knowledge of transport industry i.e. career experience
  • Excellent communicator - Multilingual - verbal and written
  • Interpersonal competencies
  • Sound negotiation and understanding skills, with the ability to rapidly establish rapport and persuade
  • Ability to establish relationships with ease
  • Strong ability to present, convey and sell ideas, prospects and concepts
  • Interacts with others in an assertive and confident way, displaying tact and preserving the relationship as appropriate
  • Dedicated to the industry, sustaining the interest of others in potential business opportunities
  • Cautious when dealing with new/ prospective clients
  • Personal competencies
  • Makes systematic and rational judgements based on relevant information
  • Conscientious - pays attention to detail to ensure quality
  • Organises appointments, renewals continuous maintenance of client’s portfolios
  • Action orientated – demonstrates and readiness to service clients even beyond the call of duty.
  • Commitment – to complete outstanding tasks
  • Displays integrity and trustworthiness
  • Flexible
  • Convince client to make use of the recommended products and services
  • Provide ongoing service and support to clients
  • Be accountable for achieving profit targets and growth
  • Ensure compliance and procedural requirements are met at all times
  • Business Management/Operations
  • Determine possible clients in terms of leads and opportunities
  • Administration
  • Acquire quotations
  • Follow-up on inadequate policy information
  • Attend to ad hoc business needs as and when required
  • Responsible for policy accuracy, client satisfaction in terms of broker function
  • Maintenance of KOT standard documentation as per FAIS requirements

SKILLS AND COMPETENCIES FOR SUCCESS:

  • Grade 12
  • Relevant insurance qualification (RE5 and Insurance Qualification will be required)
  • Minimum 2-5 years short term (Commercial and Personal Lines) sales experience
  • Own reliable vehicle and valid driver’s license
  • Target Driven
  • Practical knowledge of transport industry i.e. career experience
  • Excellent communicator - Multilingual
  • Interpersonal competencies
  • Sound negotiation and understanding skills, with the ability to rapidly establish rapport and persuade
  • Ability to establish relationships with ease
  • Strong ability to present, convey and sell ideas, prospects and concepts
  • Interacts with others in an assertive and confident way, displaying tact and preserving the relationship as appropriate
  • Dedicated to the industry, sustaining the interest of others in potential business opportunities
  • Cautious when dealing with new/ prospective clients
  • Personal competencies
  • Makes systematic and rational judgements based on relevant information
  • Conscientious - pays attention to detail to ensure quality
  • Organises appointments, renewals continuous maintenance of client’s portfolios
  • Action orientated – demonstrates and readiness to service clients even beyond the call of duty.
  • Commitment – to complete outstanding tasks
  • Displays integrity and trustworthiness
  • Flexible

 



 

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