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  • Commercial Insurance Sales Executive - Cape Town - Green Marble Recruitment Consultants

    Green Marble Recruitment Consultants background
    Description
    • 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.

    The Commercial Insurance Sales Executive focuses on identifying potential clients, presenting suitable product proposals, and confirming sales.

    • 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.

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