Job Description

Job Summary Minimum requirements:

• Must be fully bilingual in Afrikaans and English
• 8 years in the insurance industry.
• 5 years exp. Commercial and Personal lines.
• Short-term Insurance qualification
• RE 5 Certification
• Product Specific Training
• Class of Business - Commercial and Personal Lines
• CPD hours in the current cycle
• Extensive knowledge of all classes of insurance and related products.
• Proven sales and marketing track record in Insurance.
• Experience with insurance systems such as Flexi and Cardinal 360

Personality traits:

• 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.

Duties and responsibilities:

• The New Business Development Manager primarily focuses on identifying potential clients, presenting them with suitable product proposals and confirming policy sales.
• Build relationships with clients to ensure retention of business and facilitate new business.
• Complete and accurate administration related to all policies and clients.
• Client base developed by actively networking to identify potential clients.
• Client needs are analysed through interviews and/or inspections.
• Features, advantages, and disadvantages were fully explained to clients and sales were closed.
• The best product(s) identified and proposed to the client.
• Premiums are calculated, and payment methods are established.
• Premiums, refunds, commissions, adjustments and new reserve requirements are calculated using insurance rate standards.
• Risks are determined through inspections and/or analysis of data.
• Policy requirements such as documentation and medicals are fulfilled.
• Worksheets prepared for policies and entered into the computer system.
• Initial premiums collected and receipts issued in conjunction with the accounts department.
• The insurance agent and accounts department are notified timeously of policy cancellations.
• The underwriter was informed that existing policies and claims were updated to reflect changes.
• Clients are notified of any changes by the insurer and vice versa.
• Insurer knowledge with respect to products offered is maintained.
• Ideas proposed for new products.
• Competitor information gathered and communicated.

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