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Accounting Manager
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Accounting Manager
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Sales & Account Manager - Durban, South Africa - The Recruitment Council
Description
Minimum qualification required for this position:
Grade 12
FAIS Compliant / If not candidate will have to attend a Learnership to obtain necessary credits
Minimum experience required for this position:
0 3 years
Salary Range
R negotiable depending on experience & qualifications)
Primary purpose of the position:
Quoting on new business requests for personal insurance where no cover is in place.
Issuing of policies once a client accepts a quotation.
Meeting monthly targets.
To keep the Brand Promise of meeting and exceeding client expectations.
Competencies required achieving the core KPAs:
Behavioural attributes:
Communication skills
Customer service
Relationship building
Interpersonal sills
Task, time and detail driven
Rule orientation
Negotiation skills
Planning and organising
Able to support and back up a busy team
Friendly and co-operative
Enthusiasm
Attention to Detail and methodical
Technical skills:
Computer Literacy [MS Excel, MS Word, PowerPoint, Microsoft Office]
Key performance areas:
1. Establishing the insurance needs for clients and quoting them accordingly
2. Comparing current policies/ quotations to our available products and quoting accordingly
3. Issuing of policies once clients accept quotations.
4. Telephonic Sales
5. Working closely with consultants to sign up new clients.
6. Proficient in Administration
7. Demonstrate Personal Competence
Please find below a brief overview of the Job Description for the abovementioned position:
Typing speed and accuracy: 45 55wpm; 100% accuracy
Intermediate Numeracy and Maths skills
Quoting new clients
Issuing policies
Managing an electronic diary in terms of day to day follow ups
Contacting clients daily to follow up on quotations
Typing of general letters / correspondence, spreadsheets, templates, quotations
Collecting Unpaid Premiums for first unpaid premium
Telephone queries
Meeting with walk in clients
Updating client records
Electronic filing and document management
Project Assistance
Setting personal monthly and yearly targets to assist the team in making the yearly target