Sales Assistant | Port Elizabeth, Eastern Cape at PSG Konsult Ltd

Job description:

To handle mostly administrative tasks and take on client-facing duties in order to aid and support the Sales Team/Insure Advisers. The position will focus on personal and commercial lines business.

Responsibilities:

• Liaising with clients and product providers
• Client face to face meetings, if necessary, at the Office
• Obtaining details and information of clients
• Preparing quotations for new and existing clients
• Issuing of new policies
• Recording details and information on all relevant systems
• Handling client queries
• Building and maintaining good working relationships with clients and all internal stakeholders
• Manage client retention
• Understanding policy wordings and various products
• Reporting and target driven
• Providing intermediary service and advice to clients within SLA (service level agreement)

Minimum Requirements:

• Matric
• NQF 4 or 5 in short term insurance and RE 5 (Advantageous)
• 3 - 5 years’ experience in Financial Services/Insurance Industry
• Computer literacy (MS Office and Client/Policy systems)

Skill sets required:

• Professionalism and a customer-centric approach
• Empathy
• Integrity
• Resilient
• Responsibility
• Attention to detail
• Ability to operate independently
• Good verbal and written communication skills
• Good administration skills
• Excellent planning and organizing skills
• Problem solving and analysis
• Time management skills
• Good negotiation skills and telephone etiquette
• Strong work ethic, able to work with high volumes of pressure
• Highly client focused with good interpersonal skills (Customer Service)
• Teamwork