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