Personal & Commercial Lines Sales process from quote generation to closing the deal telephonically and face to face while adhering to the quality standards set by the company New Business and up selling of existing clients Sourcing new leads for both personal lines /commercial short term insurance Handling client queries Loading of Policy Information and new applications Database Management, PR work to current database (Taking care of and calling the existing client base to review portfolio , contact details and make sure portfolio is up to date ) As well as obtaining leads from Short term/Medical Aid clients for the Life Division Contacting referrals and doing quotations follow ups on closing business and e-mailed quotes Liaising with Broker Consultants from various insurance companies Credit Control Phoning clients who are in arrears and sorting out problems Liaising with the Driver for collection and Delivery of Documentation Requirements for tracker , inspection to be followed up as well as all outstanding Business to acceptance stage Adding benefits to existing policies Have a good understanding of the FAIS legislation
Two years industry related experience and a sound knowledge of Insurance Experience on the X Plan insurance package would be highly beneficial Word, Excel, Outlook is a must Completion of the RE Exam and any other industry related qualifications would be highly beneficial.
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