Job Summary

To promote the Company with clients and actively solicit and secure new businesses and proposals.

Main Functions and Responsibilities:

• Reviews contracts as required.
• Checks externally produced policy documents.
• Have a good working knowledge of the insurance products available, insurance trading conditions, the Company’s products and services.
• Handles all technical queries effectively.
• Highlights the specifics of the warranties, terms and conditions to clients.
• Contributes to a successful audit score.
• Demonstrate regulatory knowledge.
• Demonstrates detailed knowledge and understanding of the insurance market, insurance principles and the ability to apply them in the day to day activities.
• Demonstrates detailed understanding of more complex product features, benefits, exclusions, warranties and their application to various situations.
• Tailors product offering to client’s needs.
• Demonstrates an understanding of the concept of risk and how variables can affect the client, decisions in all classes of business.
• Demonstrates proficiency in the use of the Company’s systems and processes to fulfill role.
• Develops and maintains a strong relationship with the client and the market.
• Effectively manages the clients’ portfolios.
• Actively develops new business opportunities.
• Maximizes cross selling opportunities where possible.
• Prepares a prospect list of potential new clients.
• Identifies and develops prospective clients.
• Adheres to the contents of the Operating Procedures Manual (OPM) and the Company’s overall internal procedures and policies.
• Nil E&Os.
• Miscellaneous tasks within the scope of work, as assigned by the direct manager.

Requirements

• Behavioral Skills
  • Attention to detail
  • Analytical thinking
  • Communication skills
  • Customer focus
  • Decision making
  • Negotiation skills
• Education/Certifications
  • University Degree
• Practical/Technical Experience
  • 5 years’ experience
  • Diploma CII
• Computer Skills
  • MS Office; Computer Literate