Insurance Consultant - Sales
๐Job Type | Full Time |
The role is focused on providing quotations on new commercial lines business based on requests from Brokers. Consultant will be responsible for conversion of new business. The role is not limited to providing quotations through an e-mail channel and includes the ability to handle quotations and enquiries through telephony channel. It further includes the ability to handle the segmentation of business through and segmentation and distribution process.
Responsibilities include:
To provide quotations to new business
To provide quotations on amendment request to new business
To handle enquiries and provide quotations through telephony channel
To discuss and accept risk(policies) based on quotations provided
To adhere to the underwriting criteria and CRM process
To oversee the quotation process of the clients Commercial Business which includes issuance of new policies and handling amendments of existing quotes
To segment and distribute quotations request through CRM Channel
Candidate Requirements
Grade 12
Relevant insurance qualification will be an advantage
60 FAIS credit (commercial line) - recommended
Experience in Commercial Sales Policy Administration and Underwriting will be an advantage
Credit and Crim clear
SKILLS
Excellent verbal and written communications skills
Negotiation skills
Strong analytical and detailed orientated skills
Computer proficiency (MS Office package)
COMPETENCIES
Working with people
Relating and networking
Persuading and influencing
Presenting and communicating information
Analysing
Learning and researching
Following instructions and procedures
Coping with pressure
Entrepreneurial and commercial thinking
Deciding and initiating action
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