Your Task Will Be
New Business Development:
- Engage with potential clients and obtain an in-depth understanding of their short term insurance needs
- Build rapport and sell products to clients telephonically as well as in person
- Convince clients to make use of the recommended products and services
- Match customers need to suitable products available at your disposal
- Secure a comfortable income through the successful conversion of opportunities
- Telephone and cross quote to all prospective clients on a daily basis
- Generate access to potential short term insurance markets
- Cold Calling
Relationship Management:
- Build and maintain internal and external relationships which includes insurers , clients and lead providers
- Match customers need to suitable products available at your disposal
- Provide ongoing service and support to your client base
Compliance and Portfolio Management:
- Ensure that all information and documentation required for the issuing of policies is obtained from the client and to ensure that all policy documentation is completely and accurately filled out
- Ensure that all the relevant information required to accurately render quotations is obtained
- Ensure compliance and procedural requirements are met at all times
- Continual updating of your clients Drive folders and Salesforce
- Attend to maintaining the continuous and updated relationship with the client’s in your portfolio, including but not limited to the attendance on revisions of cover and/or renewals of policies
- Investigate all refunded debit orders (or unmet debit orders) in respect of those clients forming part of your portfolio on a monthly basis and on the same day of the debit order having being returned and/or unmet