Short Term Personal Lines & Commercial Sales Consultant

Duties & Responsibilities

  • Personal & Commercial Lines Sales process from quote generation to closing the deal telephonically and face to face while adhering to the quality standards set by the company
  • New Business and up selling of existing clients
  • Sourcing new leads for both personal lines /commercial short term insurance
  • Handling client queries
  • Loading of Policy Information and new applications Database Management, PR work to current database (Taking care of and calling the existing client base to review portfolio , contact details and make sure portfolio is up to date ) As well as obtaining leads from Short term/Medical Aid clients for the Life Division
  • Contacting referrals and doing quotations follow up’s on closing business and e-mailed quotes
  • Liaising with Broker Consultants from various insurance companies
  • Credit Control – Phoning clients who are in arrears and sorting out problems
  • Liaising with the Driver for collection and Delivery of Documentation
  • Requirements for tracker , inspection to be followed up as well as all outstanding Business to acceptance stage
  • Adding benefits to existing policies
  • Have a good understanding of the FAIS legislation

Desired Experience & Qualification

  • Two years industry related experience and a sound knowledge of Insurance
  • Experience on the X Plan insurance package would be highly beneficial
  • Word, Excel, Outlook is a must
  • Completion of the RE Exam and any other industry related qualifications would be highly beneficial.

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