JOB DESCRIPTION:
We are seeking a motivated individual to join our team. We are a vibrant and independent insurance broker with ambitious growth plans. This is a fantastic opportunity to be part of a unique company that is flexible and believes in promoting the welfare of its employees.
Duties and responsibilities include but are not restricted to:
Effectively manage customers enquires and queries through a variety of communication channels.
Obtain and provide quotations, administer mid-term adjustments, and manage new and renewed policies.
Use all relevant information to maximise opportunities to cross sell and up sell insurance products.
Actively seek new clients through prospecting, networking, and lead generation. (The predominant book of business is Healthcare with an element of all trades /policies)
Monitor social media platforms – whatsapp, linkedin, facebook etc for incoming leads (successful candidate will be trained).
Occasionally, attending client meetings (big clients) – pre renewal and renewal.
Occasionally, attend social and business events / conferences (we get most of our leads from these)
Operate within own area of accountability, proactively escalating issues and seeking guidance.
Understand business issues and recommend solutions to improve.
Commit to and demonstrate own personal development
Adhere to deadlines and manage expectations accordingly
Deal with inquiries from clients, insurers, and third parties p...