Commercial Agent
- Recruiter
- OUTsurance
- Location
- Durbanville, South Africa
- Salary
- Competitive salary
- Posted
- 27 Aug 2020
- Closes
- 30 Sep 2020
- Ref
- 2380656
- Job role
- Accountant
- Sector
- Accounting - Public practice
Our business product offering has grown significantly over the years which has led to the development of the face to face distribution channel. To facilitate this model the position of Commercial Agent (Face to Face) has emerged.
The incumbent of this newly created position will be responsible for growing and developing the business insurance portfolio.
The key outputs for this role are as follows:
- New Business sales
- Client service and management
- High level performance
The Commercial Agent must align themselves with the OUTsurance culture and values of Awesome Service, Passionate, Honest, Human, Dynamic and Recognition.
Responsibilities:
- Build your own insurance portfolio
- Prospect for new clients through networking, Cold calling and door - door canvasing for new business
- Effective communication with both internal stakeholders and clients.
- Conduct a comprehensive risk evaluation for the client.
- Providing solutions to clients by selling OUTsurance short term products aligned to the needs of the client.
- Drafting, tracking and measurement of your personal business plan.
- Providing on-going service and support to your individual client base (amendments, renewals, claims etc.).
- Retention of existing business including renewal discussion in line with FAIS
- Developing internal/external relationships with clients.
- Continuous building of your client base hence securing future income.
- Keeping abreast with the commercial insurance market changes and developments.
- Achieving/Exceeding targets consistently
- Providing feedback to line management when requested.
- Attending all weekly and adhoc team meetings.
- Working closely with internal stakeholders that is, underwriting/actuarial, claims as well as surveying.
- Adhering to all quality standards and measures in place.
Requirements:
- Completed Matric or National Senior Certificate
- Financial Services Board Regulatory Exams (RE5) completed.
- If you worked in the financial services industry prior to December 2011, selling and providing financial advice to clients. You would need to have completed the 30 FAIS credits necessary for personal lines or 60 FAIS credits for commercial insurance or Full Qualification
- If Full qualification was awarded, proof of completed CPD (Continuous Professional Development) hours is required
- Must have your own reliable transport
- Valid driver's license
- 2 years insurance external sales experience
- Cold Calling exprience
The incumbent of this newly created position will be responsible for growing and developing the business insurance portfolio.
The key outputs for this role are as follows:
- New Business sales
- Client service and management
- High level performance
The Commercial Agent must align themselves with the OUTsurance culture and values of Awesome Service, Passionate, Honest, Human, Dynamic and Recognition.
Responsibilities:
- Build your own insurance portfolio
- Prospect for new clients through networking, Cold calling and door - door canvasing for new business
- Effective communication with both internal stakeholders and clients.
- Conduct a comprehensive risk evaluation for the client.
- Providing solutions to clients by selling OUTsurance short term products aligned to the needs of the client.
- Drafting, tracking and measurement of your personal business plan.
- Providing on-going service and support to your individual client base (amendments, renewals, claims etc.).
- Retention of existing business including renewal discussion in line with FAIS
- Developing internal/external relationships with clients.
- Continuous building of your client base hence securing future income.
- Keeping abreast with the commercial insurance market changes and developments.
- Achieving/Exceeding targets consistently
- Providing feedback to line management when requested.
- Attending all weekly and adhoc team meetings.
- Working closely with internal stakeholders that is, underwriting/actuarial, claims as well as surveying.
- Adhering to all quality standards and measures in place.
Requirements:
- Completed Matric or National Senior Certificate
- Financial Services Board Regulatory Exams (RE5) completed.
- If you worked in the financial services industry prior to December 2011, selling and providing financial advice to clients. You would need to have completed the 30 FAIS credits necessary for personal lines or 60 FAIS credits for commercial insurance or Full Qualification
- If Full qualification was awarded, proof of completed CPD (Continuous Professional Development) hours is required
- Must have your own reliable transport
- Valid driver's license
- 2 years insurance external sales experience
- Cold Calling exprience