Business Development Consultant (CPT)

PPS Recruitment; Newlands; On-site; AUD 90,000 - 120,000; Full time

Job summary

PPS Recruitment in Australia seeks an experienced insurance sales professional to manage and grow a portfolio of Commercial and Personal Lines. You will build strong relationships with intermediaries and clients, drive growth, and actively participate in events and forums.

The role requires in-depth insurance knowledge, strong underwriting understanding, and proficiency in MS Office to support reporting and analysis.

Qualifications

• General Short-Term Insurance knowledge.
• Experience in maintaining and growing a profitable portfolio of Commercial and Personal Lines Insurance through sales, underwriting and retention.
• A good understanding of underwriting principles and knowledge.
• Computer literacy (MS Word, Excel & PowerPoint); interpret policy wordings against claims situations.

Responsibilities

• 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 PPS 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.

Skills

Insurance knowledge

Portfolio management

Underwriting principles

MS Office

Education

Matric

CPD

FAIS Compliance

RE 5

Driver's license

Job description

The main purpose of this job is 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.

Education

• Matric
• Minimum Insurance-related qualifications and up to date CPD
• FAIS Compliance – (60 credits Commercial Lines & 30 credits Personal Lines)
• RE 5
• Driver’s License

Experience

• At least 5 years Personal Lines and Commercial Lines experience in a Sales Environment. More than 10 years is preferred

Duties and Responsibilities

• 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 PPS 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.

Knowledge and Skills

• General Short-Term Insurance technical product knowledge is required
• Experience in maintaining and growing a profitable portfolio of Commercial and Personal Lines Insurance through sales, underwriting and retention
• A good understanding of underwriting principles and knowledge
• Computer literacy (MS Word, Excel & PowerPoint)Understand and interpret policy wordings against claims situations.

Competencies

• Excellent communication skills (written and verbal)
• Excellent inter-personal and problem-solving skills
• Attention to detail
• Driven to achieve results
• Collaboration
• Emotional Wisdom
• Change Navigation
• Innovative Orientation
• Planning and Organising
• Problem Solving / Decision Making
• Customer Focus

Policy

We are committed to Employment Equity, which includes persons living with disabilities, when recruiting both internally and externally. It is company policy to promote from within wherever possible. Therefore, please be aware that internal candidates will be considered first before reviewing external applicants, provided that this supports the achievement of our Employment Equity goals. Based on the nature of our business, honesty and integrity are essential qualities for all positions.