Insurance Broker: Face to Face Distribution

Purpose:

The company's business product offering has grown significantly over the years which has led to the development of the face to face distribution channel. 

The incumbent of this newly created position will be responsible for growing and developing the business insurance portfolio.

The key outputs for this role are as follows:

1. New Business sales
2. Client service and management
3. High level performance

Duties and 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.

Qualifications and experience:

• 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 drivers license
• 2 years insurance external sales experience