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- Personal & Commercial Lines Sales process from quote generation to closing the deal telephonically and face to face while adhering to the quality standards set by the company
- New Business and up selling of existing clients
- Sourcing new leads for both personal lines /commercial short term insurance
- Handling client queries
- Loading of Policy Information and new applications Database Management, PR work to current database (Taking care of and calling the existing client base to review portfolio , contact details and make sure portfolio is up to date ) As well as obtaining leads from Short term/Medical Aid clients for the Life Division
- Contacting referrals and doing quotations follow up’s on closing business and e-mailed quotes
- Liaising with Broker Consultants from various insurance companies
- Credit Control – Phoning clients who are in arrears and sorting out problems
- Liaising with the Driver for collection and Delivery of Documentation
- Requirements for tracker , inspection to be followed up as well as all outstanding Business to acceptance stage
- Adding benefits to existing policies
- Have a good understanding of the FAIS legislation
To apply immediately for this position click here: www.unique.co.za/candidate_registration_1.aspx?JobID=76224&referrer=Unique
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