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- Must be fully bilingual in Afrikaans and English.
- 8 years in the insurance industry.
- 5 years exp. in commercial and personal lines.
- Short-term Insurance qualification.
- RE 5 Certification.
- Product Specific Training.
- Class of Business: Commercial and Personal Lines.
- Extensive knowledge of all classes of insurance and related products.
- Proven sales and marketing track record.
- Experience with insurance systems.
- Excellent communication skills.
- Attention to detail.
- Strong negotiation skills.
- Good administration skills.
- Analytical and decision-making skills.
- Sound knowledge of Insurers and insurance products.
- Time management.
- Ability to work under pressure.
- Build relationships for retention and new business.
- Complete accurate administration for all policies and clients.
- Develop client base through networking.
- Analyse client needs through interviews and/or inspections.
- Explain features, advantages, and disadvantages to clients.
- IDentify and propose the best product(s).
- Calculate premiums and establish payment methods.
- Calculate premiums, refunds, commissions, and adjustments.
- Determine risks through inspections and/or data analysis.
- Fulfill policy requirements.
- Prepare worksheets and enter into the computer system.
- Collect premiums and issue receipts.
- Notify the insurance agent and accounts department of policy cancellations.
- Update underwriter on existing policies and claims.
- Notify clients of changes by the insurer and vice versa.
- Maintain insurer knowledge of products offered.
- Propose ideas for new products.
- Gather and communicate competitor information.
Commercial Insurance Sales Executive - Cape Town - Green Marble Recruitment Consultants
Description
The Commercial Insurance Sales Executive focuses on identifying potential clients, presenting suitable product proposals, and confirming sales.
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