Purpose of the role:

To increase the organization’s market share by selling appropriate risk solution to new & exisiting client within the Advisory Division

Key Performance Areas:

• Develop and Implement a Pro-Active sales plan according to agreed Targets
• Meet agreed on new business targets
• Provide after-sales service to ensure/ new business Vest
• Identify and build a relationship with Partners
• Write quality new business aligned to sales/marketing plan
• Negotiate with Insurers Re- Premium and Quotations
• Do Up and cross-selling on existing and new business
• Load policies, amendments, and endorsements on the system promptly
• Ensure 1st premium payment processes and debits are discussed and agreed with the clients
• Ensure data integrity on all systems
• General correspondence and e-mails to clients according to company standards
• Responsible for Pro-Active underwriting.
• Responsible for Re-Active underwriting.
• Adhere to underwriting criteria-FAIS requirements and set company standards

Requirements:

• Min 6 years’ experience within a short term personal lines insurance – including 3 years in a Sales Environment
• Level 4 FETC Short-Term Insurance Qualification
• RE: Representatives