Independent Short-term insurance Broker (commercial) at Aluma Capital ZA

About the job

Aluma is looking for a specialist with extensive knowledge in how to sell and build new networks. Someone who fully understands the sales life-cycle, inclusive of client services. The ideal candidate will have an insatiable hunger to write his/her own cheque and will be innovative in finding new ways to find customers.

Duties:

• Generating own leads;
• Handling and reporting on leads from Financial Advisors;
• Cold calling;
• Gathering information and documentation needed to request quotes from insurers and fulfil compliance standards;
• Performing needs analysis for each client before quoting;
• Building a trust relationship with clients
• Requesting quotes from different insurers and do comparison for client;
• Making sure that all compliance documentation is completed and discussed with client;
• Handling of client from lead to activation of policy;
• Could be called on to aid at renewal stage of policy;
• All communication with client from first contact to supplying new policy welcome pack and following up for initial outstanding information;
• Administration function of activating new policy and cancelling old policy if client comes over from another broker;
• Reporting to Manager and Financial Advisors on Leads and production figures;
• Remain Fit and Proper, throughout;
• Rerouting of clients to underwriting and claims when needed.

Skills and Attributes:

• Entrepreneurial mind-set (must be able to work independently);
• Exceptional Interpersonal skills and ability to network;
• An established network of clients and ability to prospect for new business;
• Innovative in finding new ways to market and obtain clients;
• Unrivalled sales ability;
• Ability to apply tenacity;
• Effective planning, organising and time management skills;

Requirements:

• Computer literate with knowledge in Excel, Word and MS Suite;
• Grade 12;
• RE5 Certificate completed;
• NQF 4 in Short-term insurance (commercial lines);
• 3 years+ Insurance Sales experience to Businesses;
• 1 years+ Client Services experience;
• Own reliable vehicle and valid driver’s license.