Private Broker
PNet (Pty) Ltd
Portside - Cape Town
4d ago

Responsibilities

  • Achievement of net profit growth for business
  • Deliver exceptional service that exceeds customers' expectations through proactive, innovative and appropriate solutions
  • Manage existing clients and grow existing portfolio through renewal processes.
  • Maximise cross sell opportunities and strengthen client relationships
  • Contact prospective clients and sell appropriate insurance products in order to achieve sales targets.
  • Build and maintain relationships with Bank Client Managers to generate leads and cross sell opportunities.
  • Provision of an efficient administration service through careful and timeous planning, reporting and updating of all related information
  • Comply with governance in terms of legislative and audit requirements
  • Track, control and influence sales activities with the specific aim to increase sales efficiencies
  • Analyse competitor information gathered and ensure active monitoring of market trends and influencers. Identify new business opportunities that impact on the industry
  • Improve business decisions by providing accurate and reliable business intelligence (information) together with analysing trends and data
  • Manage own development to increase own competencies
  • Additional Requirements

  • Car and driver’s license essential
  • 2 years experience dealing with high nett worth clients
  • 4-5 years in short term insurance, at least 3 years current sales experience
  • Commercial lines experience an advantage
  • Good communication and written skills
  • Medical aid, pension, performance bonus

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