Short-Term Insurance Business Development Manager
Curiska (Pty) Ltd
Gauteng, South Africa
4d ago
source : findojobs-za

Interact in professional manner with all clients (internal and external) in respect of new applications and amendments. Updating databases / data capturing.

Answers client enquiries and questions regarding short-term insurance products, services and option changes. Responds to the regular and routine client inquiries regarding short-term insurance claims, products and service.

Screens phone calls, enquiries and requests. Organise and maintain diaries and schedule appointments. Client Management (Book Management).

Assistance in administrative related support services. Prepare and lodge quotations, claims, proposals and renewals Gathering information, following up, preparing of summaries, meeting minutes and financial analysis when required.

Diary management including scheduling appointments and following up on diary requests to ensure appropriate and constructive allocation of time.

  • Timeous and accurate scheduling of meetings ensuring that venues and appropriate facilities have beenarranged Liaise with internal and external stakeholders.
  • General Administration support & functions. Manage the Corporate process which includes group presentations to corporate staff, one on one consultants, ensuring regular communication with staff, participation in corporate events, advertising and general relationship building.

    Obtain effective turnaround time. Conduct a proper needs analysis and offer professional advice. Ensure that you are up to date with all product changes Maintain and update business trackers on a weekly basis.

    Be compliant in all activities in accordance with regulations and standards of all insurance regulations and professional guidelines and ethics.

    Meet continuous professional development objectives as required by the industry Minimum Qualifications - NQF Level 5- Administration / Short-term insurance qualification- FAIS Compliance, as per fit and proper requirements (Minimum Credits 120, DOFA)- RE5Experience- Minimum 5 years’ experience in Sales (Face to face) in short-term insurance industry.

  • Existing Book of short-term insurance clients (Minimum 300).- Excellent sales track record.- Good product knowledge of competitive insures in the industry.
  • Be professional at all times with prospects, clients, staff and all other stakeholders.- Experience in engagement with key business and external partners across all levels.
  • Presentation skills, both one-on-one and to groups.- Ability to present professionally to Executives and Corporate Accounts.
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