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Insurance Consultants
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General Details
Description
We are looking for individuals to work within the contact centre as there are career opportunities available for Insurance Consultants. The insurance consultant role is focused on providing an end-to-end service and support to brokers.
This role is focused on, but not limited to; servicing broker requests, including enquiries.
- Providing telephonic/ email support to the intermediary on record, authorised representatives from the brokerage, and broker services;
- Dealing with general insurance and policy specific enquiries;
- Dealing with issuance of new policies/ policy maintenance/ renewal / agri aspects of policies;
- Assisting to resolve all insurance queries within required timeframe and compliance requirements;
- Undertaking client follow-ups when policies are cancelled to ascertain the reasons and attempt to retain the policy onto books;
- Undertaking to adjust premiums in line with new asset values;
- Managing client expectation on expected turnaround times for submitted requests;
- Adhering to underwriting criteria and regional requirements;
- Assist with profiling the client with the best suitable product and underwriting criteria;
- Advising brokers to ensure that we meet with clients’ needs in terms of the correct cover and product;
- Assisting in implementing solutions for improvement; and
- Standing in for Consultants should they be absent or on leave during busy periods or absence of key resources, assisting where required.
https://www.ditto.jobs/job/gumtree/1622671257?source=gumtree
Id Subtitle 1185954586
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CallForce
Selling for 2+ years
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JOB PURPOSE
Assists in planning and implementing pursuit of strategic opportunities forBusiness Insurance, by cultivating client relationships or other commercialrelationships and identifying new markets for Business Insurance products orservices.
RESPONSIBILITIES
Business DevelopmentCustomer Relationship Development / ProspectingCustomer Needs ClarificationSell Customer PropositionsSales Opportunities CreationCustomer Relationship Management / Account ManagementCustomer Relationship Management (CRM) DataOperational CompliancePersonal Capability Building
BEHAVIORAL COMPETENCIES
Customer FocusDrives ResultsCommunicates EffectivelyInterpersonal SavvyManages ComplexityPersuadesCollaboratesBeing Resilient
SKILLS
Customer-Focused ApproachUnderstands Customer NeedsBuilds RapportVerbal CommunicationPolicy and proceduresCommercial AcumenNegotiates TacticallyCloses EffectivelyKnows the Buying InfluencesManages Customer IndifferenceStrengthens Customer ConnectionsEffectively Presents Solutions
EDUCATION
General EducationMatric/SAQA Accredited Equivalent (Essential)Full FAIS accreditation (150 credits) (Essential)RE 5 (Essential)RE 1 (Advantageous)
EXPERIENCE
General Experience
3-6 years industry and commercial experience
ADDITIONAL INFORMATION
*SAQA Accredited Equivalent - it is the onus of the applicant to provide TIH andits subsidiaries with certified evidence that their qualification(s) meet theequivalent NQF level required for this role at time of application.*Financial Sector Conduct Authority (FSCA) competency requirements: FAISrecognised qualifications / Regulatory Examinations / Class of BusinessCertification and / or CPD according to your DOFA (where applicable). As aregistered Financial Service Provider, we are mandated to ensure that all ourrepresentatives are and remain fit and proper at all times. By applying for thisrole, you consent to having your relevant qualification and or accreditation orconfirm that you are working towards meeting the competency requirements. Youfurther consent to the relevant information being verified.
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Our client a leader in the manufacture, distribution and provisioning of packaging and fastening solutions, based in New Germany, Durban; is currently looking to employ an experienced Sales Consultant.
An awesome career opportunity awaits.
Requirements:
Minimum 3-5 years of professional experience in the Manufacturing sector.Possess an extensive network of inspiring business relationships.Possess an innovative vision to open doors to develop lasting business relationships.Minimum Grade 12 and higher education would be advantageous.Proficiency in English/IsiZulu.Market Knowledge, Time Management, Negotiation & Planning Skills.
Responsibilities:
Conducting research to identify new markets and opportunities and acquiring new accounts.Successfully convert leads into clients, promote and sells the most appropriate solution in an honest and transparent manner, ensuring a proper needs analysis is done first.To do value added sales in your expanding pipeline, and thus concluding deals.Possess an innovative vision to open doors to develop lasting business relationships.Possess a talent for closing deals and client satisfaction.Build on long -term relationships with new and existing clients.Resolve product and service-related problems, providing trustworthy feedback and after-sales ongoing support with clients.Assess clients needs and resources and recommend the appropriate goods or services.Obtain sufficient knowledge of all competitor products and pricing to be able to efficiently market and sell company products and services.Continually develop skills and ensure advanced knowledge of all products.Ensure advanced knowledge of pricing structures for all products/services and generate quotations.Provide a sales forecast, which supports stock forecast to the manager on a monthly basis.
Personal Suitability:
Team player.Excellent communication skills, both verbal and written.Must be able to communicate with key role players at all levels of the business industry.Client focus, reliable and organized, with effective interpersonal skills.Determination to achieve.
Please note should you not receive a response within two weeks of applying please consider your application unsuccessful.
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Our client in the Durban area is recruiting for a Branch Supervisor, to assume overall responsibility for the effective operations and profitability of the branch.
To actively sell company products and ensure sales targets and growth is achieved.
To supervise representatives.
Achievement of all sales targets and growth
Sell, promote and Market the companys Products and ensure that the following is achieved:
Performance of sales activities
Promote and sell new products as the Bank introduce same from time to timePhone clients for sales (Tele-Sales)
Application administration and costs
Capturing of Loan ApplicationsCheck loan application documentation for accuracy, authenticity and compliance to Policy and Procedures as well as completeness
Sales focus
Maintain responsibility for the branches Profit & Loss and BudgetDetermine the critical success factors for new customer acquisition and customer retention
Risk and compliance management
Ensure preventative measures are carried out to fully comply with current rules, regulations and internal policies relating to risks pertaining to relevant legislationIdentify, evaluate and monitor and make recommendations deemed necessary to the respective risk and compliance champion in order to assess, reduce, eliminate or control any current or prospective risks to the company arising from violations of, or non-conformance with, laws, rules, regulations, prescribed practices, internal policies, procedures and ethical standards
People management and development
Responsible for training and development of branch staff, assessing team member needs and finding resources to address applicable needWorking with HR, interview, hire and terminate branch team members
Customer service
Create and maintain productive relationships with internal and external clients by providing advice and assistanceCreate understanding of the ‘real’ versus ‘perceived’ need through experience and expertise while complying with company polices legislation and regulations
NQF6
RE5
5-10 years experience in Management/Oversight/Supervision in the Financial Services environment
Full Rep in all Product Categories
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Main Purpose of Job
Develop and maintain existing and new customer relationships to generate income for the business unit. Actively promote and sell the company’s products to achieve or exceed budgeted revenue and sales margin targets.
Duties and Responsibilities
• Provide sales and customer support to existing and potential customers
• Achieve sales revenue and margin targets as agreed with management
• Provide punctual and accurate reporting on budgeting, forecasting, branch and client visits reports
• Ensure that stock is accurately managed and controlled
• Present new products and services to existing and potential customers
• Ensure that customers are always well informed
• Apply pricing structures that are in line with sales and margin objectives
• Investigate and present new avenues of revenue to management
• Organise and facilitate any potential demonstrations and/or training sessions as required by customers
• Support financial management by assisting in recovering outstanding debtors
• Communicate competitive pricing and discount requirements
• Prepare quotations and issue invoices timeously
• Keep abreast of new technologies
• Ensure compliance with SHERQ policies, practices and procedures
• Maintain and promote good internal and external customer relationships
• Lower individual operating costs
• Ensure PDI and purchase requisitions are completed accurately and timeously
• Adhere to company policies and procedures
Key Competencies/Skills
Decision makingProblem solvingAbility to work under pressureBudgeting and variance reportingBusiness acumenAction oriented and results drivenAttention to detailAnalytical thinkingCustomer service orientationConfidentiality and ethicsPlanning and organisingEmotional intelligence (EQ)Self-managementUnderstand basic financial principlesComputer literatePresentation skills
This is an AA/EE appointment and ONLY applications from South African Historically Disadvantaged Individuals (HDI) candidates will be considered.
If you have not received a response within 48 hours of submitting your resume, please consider your application as being unsuccessful.
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