Commercial Insurance Broker

Full time Permanent Remote @Oaksure Financial Services in Financial Services , in Short Term Insurance
  • Gauteng, ZA View on Map
  • Apply Before : June 30, 2022
  • Salary: R 360,000.00 - R 1,000,000.00 / Annually
  • 2 Application(s)
  • View(s) 766
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Job Description

Purpose of the role:

A full-time incumbent to take ownership of increasing the brand’s market share by selling appropriate risk solutions to prospective commercial-line insurance clients and managing the service delivery of the client acquisition portfolio. The company requires fully qualified commercial insurance experts to accelerate its growth and market-competitive strategies for its commercial-line client portfolio over the next five years.

Key Performance Areas:

  • Actively source prospective new business commercial-line insurance clients (e.g. E-Hailing, HVC, Transport & Logistics, Schools, Hospitality, Agriculture, special classes, etc.)
  • Develop and implement a proactive sales plan according to agreed targets (SPV)
  • Strive to exceed the agreed new business targets (SPV)
  • Provide after-sales service to ensure new business vest
  • Identify and build a relationship with partners
  • Write quality new business aligned to sales/marketing plan
  • Negotiate with insurers re-premium and quotations
  • Up- and cross-selling on existing and new business
  • Load policies, amendments, and endorsements on the system promptly
  • Ensure 1st premium payment processes and debits are discussed and agreed upon with the clients
  • Ensure data integrity on all systems
  • General correspondence and e-mails to clients according to company standards
  • Responsible for proactive underwriting.
  • Responsible for reactive underwriting.
  • Adhere to underwriting criteria – FAIS requirements and set company standards

Requirements:

  • 5 years of working experience in a commercial-lines insurance brokerage firm
  • 5 years of working experience in the new business development occupational sector
  • Higher Certificate in Short-Term Insurance (NQF 5)
  • RE: Representatives

Required skills

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