Short term insurance company is seeking to employ someone to operate in a driven sales environment through third party selling.
The building and maintenance of excellent relationships to achieve organic and new business growth
in alignment with contracted volume & profitability targets are essential
- Minimum Insurance-related qualifications and up to date CPD
- FAIS Compliance – (60 credits Commercial Lines & 30 credits Personal Lines)
- RE 5
- Driver’s License
- To manage and grow a portfolio of business through analysis
- Interpretation and decision-making while building effective relationships with business partners both internally and externally.
- Detailed weekly activity reporting
- Have regular meetings with intermediaries to drive growth, provide portfolio feedback and
attend to possible concerns.
- To represent and promote through marketing activities to intermediaries and clients.
- Invite intermediaries to forums and information sessions to strengthen your relationship
(including assisting with hosting and presenting at events).
- To operate and excel in a niche target market environment