
Independent Short-term Insurance Broker (Commercial lines)
- Pretoria, Gauteng
- Temporary
- Full-time
- LNDR – a lending solutions provider;
- Cryosave – A bank for newborn stem cells;
- APS – an outsourced call centre management company.
- Modern fit-for-purpose people practices.
- Working in a state-of-the-art tech building that includes access to on-site gym to help you grow your fitness as much as you do your brain.
- Two on-site restaurants that will have you inhaling aromas of mouth-watering lunchtime dishes, and freshly brewed coffee. At Fintech campus that’s just a part of the rhythm of the day.
- Generating own leads;
- Handling and reporting on leads from Financial Advisors;
- Cold calling;
- Gathering information and documentation needed to request quotes from insurers and fulfil compliance standards;
- Performing needs analysis for each client before quoting;
- Building a trust relationship with clients;
- Requesting quotes from different insurers and do comparison for client;
- Making sure that all compliance documentation is completed and discussed with client;
- Handling of client from lead to activation of policy;
- Could be called on to aid at renewal stage of policy;
- All communication with client from first contact to supplying new policy welcome pack and following up for initial outstanding information;
- Administration function of activating new policy and cancelling old policy if client comes over from another broker;
- Reporting to Manager and Financial Advisors on Leads and production figures;
- Remain Fit and Proper, throughout;
- Rerouting of clients to underwriting and claims when needed.
- Entrepreneurial mind-set (must be able to work independently);
- Exceptional Interpersonal skills and ability to network;
- An established network of clients and ability to prospect for new business;
- Innovative in finding new ways to market and obtain clients;
- Unrivalled sales ability;
- Ability to apply tenacity;
- Effective planning, organising and time management skills;
- Computer literate with knowledge in Excel, Word and MS Suite;
- Grade 12;
- RE5 Certificate completed;
- NQF 4 in Short-term insurance (commercial lines);
- 3 years+ Insurance Sales experience to Businesses;
- 1 years+ Client Services experience;
- Own reliable vehicle and valid driver’s license.
- Basic salary for 5 months which will become commission only in month 6.