Personal Lines Broker

Personal Lines Broker

Mont Blanc Financial Services, a well established, and rapidly growing national insurance brokerage is looking for a Personal Lines broker to join their successful team.

Mont Blanc offers unparalleled earning potential and career growth.

This position offers experienced brokers who are looking to take the next step in developing their careers a unique opportunity to not only secure their financial future and effectively write their own paycheck every single month but also an opportunity to experience unlimited career growth by moving quickly into a management / mentorship role if you have this potential.

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
  • Retention of existing business including renewal discussions
  • 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
  • Following up with clients on existing / new quotes and contacting service providers or dealerships for information
  • Loading of new quotes through several different insurers / underwriters
  • Communicating with the Insurer on any policy amendments as per your client’s instruction
We need you to have
  1. Matric Certificate and relevant insurance qualification (RE and FAIS credits) will be an advantage
  2. Minimum 1 year Short Term (Personal Lines) broking or sales experience
  3. Self-disciplined, resilient and an entrepreneur at heart
  4. Passionate/tenacious/self-motivated and dynamic
  5. Own reliable vehicle and valid driver’s license
  6. Money hungry and target drive
  7. An excellent communicator
We will be made exceptionally happy if...
  1. You have proven success in the short term insurance industry
  2. You have your full insurance qualification (RE and Fais credits)
What you get in return
  1. Awesome working environment
  2. Provident fund contribution
  3. Medical Aid Contribution
  4. Best Italian Coffee in town
  1. Once off and recurring commission
  2. Unlimited earning potential
  3. Onsite Gym
Apply Today!

I hereby give my consent to Mont Blanc Financial Services to process and handle my personal data given in the application form and in my CV for the purpose of preparing the recruitment process.