Broker Relationship Consultant
Energy At Work
Durban, South Africa
5d ago
source : Job Placements

Are you ready to be part of the rapidly growing and every growing brand within the financial services industry? Are currently seeking a greater change and move in your career?

We have an exciting opportunity for you with one of our clients as a Broker Consultant

Role Purpose

Broker Consultants are committed, driven, results oriented administrators who are able to work on their own as well as in a team environment writing business via broker channel in accordance with targets laid down by my client.

Broker Consultants provide service to brokers in respect of motor and household domestic insurance.

Responsibilities and work outputs

Providing quotations for broker and intermediaries within agreed service level agreements. Quoting at least 100 quotes per month

Assist brokers with factual information to assist them in providing quotations for their prospective clients. Follow up on outstanding information immediately

Once a quote has been provided to the broker, follow up with broker if policy has been accepted as per Service Charter or SLA

If quotation is accepted, provide a prepopulated proposal form and advise documentation required

Obtain completed proposal form and documentation required from the broker or intermediary

Check that documentation and forms received are correct and forward to pre-gatekeeping

Complete daily report on quotations done and policies accepted, to monitor activity and conversion rate

Keep up to date and fully informed on product comparisons with opposition products.

Competencies required

Technical Retail Acumen

Retail Sales Skills & Risk awareness

Cross selling

Experience and Qualifications

Matric / Grade 12

FAIS Credits (min 30 credits in short term insurance if date of first appointment is before 2010); or if date of first appointment is on or after 01 / 01 / 2010, a full recognised qualification as per the FSCA qualification list

FAIS Regulatory examination for Representatives (RE5)

12 CPD (continuous professional development) points

Minimum of 3 years'' experience in selling short term insurance either as a broker agent or tied agent

All required regulatory exams and accreditation

Candidate must have his own transport (CAR) and license

We''re looking for someone with

Extensive knowledge of the Short-Term Insurance Industry

Thorough understanding of the short-term insurance industry and products

Thorough understanding of business principles

Interpersonal Skills

Ability to handle conflict

Negotiation skills

Problem solving skills

Risk Assessment and analysis

Insurance Principles and practice

Customer and Personal Service

Clerical and administrative procedures

Be professional at all times with prospects, clients and other MI stakeholders

Presentation skills, both 1 : 1 and to groups

Ability to present professionally

Prospecting skills

If the above, is YOU don''t Hesitate to apply, CHANGE YOUR CAREER FOR THE BETTER!Â

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