Account Executive

Ithemba Recruitment- Sourcing Top Talent; Kloof; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A recruitment agency seeks a motivated individual for a personal insurance quoting position in Kloof, KwaZulu-Natal. Applicants should have at least a Grade 12 qualification and be FAIS compliant or willing to learn. The role involves quoting for new business requests, issuing policies, and meeting monthly targets. Strong interpersonal skills and attention to detail are critical. If you're looking to grow in the insurance sector, this could be the opportunity for you.

Qualifications

• Grade 12 qualification is essential.
• FAIS compliance required or willingness to attend Learnership.

Responsibilities

• Quoting on new business requests for personal insurance.
• Issuing of policies once clients accept quotations.
• Meeting monthly targets.
• Ensuring client expectations are met.

Skills

Relationship building

Interpersonal skills

Task, time and detail driven

Attention to Detail

Education

Grade 12

FAIS Compliant

Tools

MS Excel

MS Word

PowerPoint

Microsoft Office

Job description

Minimum qualifications required for this position

• Grade 12
• FAIS Compliant / If not candidate will have to attend a Learnership to obtain necessary credits whilst employed at Kayser Baird.

Minimum experience required for this position

• 0 – 3 years

Primary purpose of the position

• Quoting on new business requests for personal insurance where no cover is in place.
• Issuing of policies once a client accepts a quotation.
• Meeting monthly targets.
• To keep the Kayser Baird Brand Promise of meeting and exceeding client expectations.

Competencies required achieving the core KPAs

• Relationship building
• Interpersonal skills
• Task, time and detail driven
• Rule orientation
• Planning and organising
• Able to support and back up a busy team
• Friendly and co-operative
• Attention to Detail and methodical

Technical skills

Computer Literacy [MS Excel, MS Word, PowerPoint, Microsoft Office]

Key performance areas

1. Establishing the insurance needs for clients and quoting them accordingly
2. Comparing current policies/quotations to our available products and quoting accordingly
3. Issuing of policies once clients accept quotations.
4. Telephonic Sales
5. Working closely with consultants to sign up new clients.