Business Development Executive
Описание от работодателя
Experience and qualifications:
Grade 12
FAIS Compliant / If not candidate will have to attend a Learnership to obtain necessary credits whilst employed at the brokerage
Computer Literacy
Typing – speed and accuracy: 45 – 55wpm; 100% accuracy
Intermediate Numeracy and Maths skills
Key performance areas:
Establishing the insurance needs for clients and quoting them accordingly
Comparing current policies/ quotations to our available products and quoting
accordingly
Issuing of policies once clients accept quotations.
Telephonic Sales
Working closely with consultants to sign up new clients.
Proficient in Administration
Demonstrate Personal Competence
Quoting new clients
Issuing policies
Managing an electronic diary in terms of day to day follow ups
Contacting clients daily to follow up on quotations
Typing of general letters / correspondence, spreadsheets, templates, quotations
Collecting Unpaid Premiums for first unpaid premium
Telephone queries
Meeting with walk in clients
Updating client records
Electronic filing and document management
Project Assistance
Setting personal monthly and yearly targets to assist the team in making the yearly target