Assistant New Business Consultant at Kaelo

Job Description

• The Assistant New Business Consultant will be responsible for new business quoting, administration and query resolution. They also ensure that the new business administration is managed and measured.

Business Development:

• Build relationships with the business development consultants and their stakeholders

Produce Quotes

• Determine that the correct and complete information has been provided to successfully create a quote
• Review quote and ensure that the details accurately reflect
• Communicate details of quote to BDC for review and sign off
• Communicate quote to Intermediary
• Consistently meet or exceed the agreed Service Level
• Capture all new quotes on to the Sales tracker on the same day as the quote is created
• Ensure an adequate pipeline of new client business opportunities are generated and administered to ensure service levels are met and maintained
• Establish, maintain and support the business development consultants and their clients
• Manage and Maintain Intermediary Relationships
• Onboard, educate and train new intermediary
• Maintain intermediary relationship information and administration requirements
• Build / nurture intermediary relationship
• Service and manage end to end escalations
• Work with operations to resolve end to end processes

Qualifications
SPECIAL REQUIREMENTS

• Advanced MS Excel Skills

PERSON DETAILS: WORK EXPERIENCE
REQUIRED

• At least 1-2 years’ experience in the healthcare Industry and /or Short-Term Insurance Industry
• At least 2 years’ experience in a data analytics role

PREFERRED

• 3 years Sales Administration Experience
• Relevant experience in the business unit described above

EDUCATION: QUALIFICATIONS: ACCREDITATIONS WITH PROFESSIONAL BODY
PREFERRED
FAIS
Additional Information

• Personal Attributes
• Accountability
• Action orientated
• Collaborative
• Communication
• Business writing skills
• Manages complexity
• Problem solving skills
• Decision
• Growth and development mind-set
• Financial acumen
• Planning and organisation
• Resilient and adaptive
• Self-development
• Purpose driven
• Significance and values orientate