Duties & Responsibilities
• Maintaining Relationships with Dealers
Responsibilities and Duties
- To contact dealers and ensure relationship building to increase the number of leads received and ultimately sales made.
- Meeting minimum daily call targets.
- Adding new dealers to dealer book.
- Adding new dealers on CURA.
- Maintaining relationships with new and current dealers through calls, emails and via WhatsApp.
- Gathering information from clients in order to provide them with insurance quotes.
- Explain to customers about new products and benefits, ensure all knowledge of insurance products is up to date.
- Selling the relevant quote to the client and assisting them in making an informed decision regarding their insurance cover.
- Perform customer negotiations and reach a fair conclusion.
- Liaising with Underwriting: make sure the client has been transferred to Underwriting to get the policy underwritten.
- Ensure that all admin is completed daily.
- At all times, update Cura with all details pertaining to last conversation with client.
- ILD test – attending training and passing tests on a monthly basis.
- Perform all other assigned duties.
Key Skills:
- Negotiation Skills: Ability to communicate, persuade clients to reach a compromise.
- Communication Skills: written and verbal: the capacity to clearly present information.
- Building Relationships: Capacity to establish constructive and effective relationships.
- Performance Driven: Ability to be motivated to take action, seize opportunities and pursue goals.
- Managing Self: Capacity to plan, organise and control own working environment by setting appropriate priorities and achieving set objectives within a given time frame.
Desired Experience & Qualification
The successful applicant must have:
- A valid South African ID
- Matric
Advantageous:
- RE5
- Within DOFA or fully qualified with RE5 and credits
- Experience within the short term insurance industry
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