The primary purpose of this position is to drive new business growth, retain clients, manage relationships with new and existing brokers, increase market awareness, and expand the portfolio of brokers which will be based in Wanderers Office Park.
KEY RESPONSIBILITIES
Generating new business growth
Understanding insurance risks
Comprehension of policy wordings
Training brokers on insurance products
Hosting of functions (Candidate should be well spoken and presentable)
Road-trip preparation and scheduling of meetings with clients
PowerPoint presentation preparation
Solving queries on instructions between various departments
Accurate loading of quotations
Material Preparation for training functions
Broker premium consolidation
Broker information consolidation
Broker target consolidation
Broker area distribution
Renewal preparation monthly
Research for Marketing Presentations
Team coordination within the marketing department
Ad Hoc Functions
Filing
Other ad hoc functions in assisting the department
Other Responsibilities
Good understanding of the insurance industry market and the terminology used.
Able to evaluate information from a variety of sources and solve problems.
Good communication and interpersonal skills; comfortable with phone and face-to-face complex discussions with underwriters, brokers, and any other relevant stakeholders.
Deadline focused; able to work under pressure to meet tight deadlines and able to organise own workload effectively to prioritise meeting service standards.
Operationally efficient; able to follow all process requirements.
QUALIFICATIONS AND EXPERIENCE
BCom or Engineering Degree or a construction/engineering-related diploma
Non-Negotiable: Must have at least 3 years within underwriting/sales short-term Engineering insurance experience
Proven record of generating new business growth
RE5 (Regulatory Examination 5)
FAIS compliant as representative, not under supervision
Comprehensive understanding of insurance legislation
Minimum of 5 years of short-term underwriting/sales insurance experience
Must have experience with insurance operating systems
Valid driver's license
KNOWLEDGE AND SKILLS
Administrative Skills
Analysis and Judgement
Attention to Detail
Client Orientation
Communication Skills
Initiative
Teamwork
Time Management and working under significant pressure
GENERIC SKILLS
Generating new business growth
Broker relationships
Track record for handling high-pressure work environments
Computer Literacy
Strong Communication Skills (Internal & external)
Competent user of Excel, Word, Outlook, and other Microsoft platforms.