Short Term Broker position
Status: Open
Date posted: 7 February 2017
Description
Daberistic Financial Services is looking for a candidate who has passed the RE Exam and 10 years short-term insurance experience, of which at least 5 years Commercial Insurance experience in the short term insurance industry, within a broking environment. Candidate will mainly be office based and will be required to visit Key Account clients.
Salary range is between R204, 000 – R264, 000 per annum
Requirements
10 years short-term insurance experience, of which at least 5 years Commercial Insurance
2 years Insurance system administration experience
Experience with BIAS administration system is advantageous
Own car
Age between 35 to 50
Qualifications
Matric
Insurance related diploma or degree is advantageous
Must have passed RE exam
60 credits
Behavioural skills
Team player
Results driven
Problem solver
Attention to detail
Good presentation skills
Good negotiation skills
Responsibilities
Build relationships with key account clients
Build relationships with product providers
Attend to client queries
Doing quotations online or by calling insurers
Negotiate premiums with insurers
Request insurers to activate accepted quotations
Do amendments on existing policies
Handle unpaid premium by following-up with clients
Submit claims and make follow-ups on behalf of clients
Handle cancellation
Retain and maintain clients and inform clients about annual renewal
Open and close tasks on BIAS
Plan and process monthly renewals
Save documents and communications from clients and insurers on BIAS
Answering and directing incoming call from clients
Identify new business opportunities
Cross and up-selling opportunities
If you have the relevant experience and qualifications, and you are interested in this position, please complete the following questionnaire in the below link, and email your CV to office@daberistic.com
Short Term broker questionnaire
Date posted: 7 February 2017
Description
Daberistic Financial Services is looking for a candidate who has passed the RE Exam and 10 years short-term insurance experience, of which at least 5 years Commercial Insurance experience in the short term insurance industry, within a broking environment. Candidate will mainly be office based and will be required to visit Key Account clients.
Salary range is between R204, 000 – R264, 000 per annum
Requirements
10 years short-term insurance experience, of which at least 5 years Commercial Insurance
2 years Insurance system administration experience
Experience with BIAS administration system is advantageous
Own car
Age between 35 to 50
Qualifications
Matric
Insurance related diploma or degree is advantageous
Must have passed RE exam
60 credits
Behavioural skills
Team player
Results driven
Problem solver
Attention to detail
Good presentation skills
Good negotiation skills
Responsibilities
Build relationships with key account clients
Build relationships with product providers
Attend to client queries
Doing quotations online or by calling insurers
Negotiate premiums with insurers
Request insurers to activate accepted quotations
Do amendments on existing policies
Handle unpaid premium by following-up with clients
Submit claims and make follow-ups on behalf of clients
Handle cancellation
Retain and maintain clients and inform clients about annual renewal
Open and close tasks on BIAS
Plan and process monthly renewals
Save documents and communications from clients and insurers on BIAS
Answering and directing incoming call from clients
Identify new business opportunities
Cross and up-selling opportunities
If you have the relevant experience and qualifications, and you are interested in this position, please complete the following questionnaire in the below link, and email your CV to office@daberistic.com
Short Term broker questionnaire