Personal Lines Direct Sales Agent

Company Risk Benefit Solutions
Reference # CPT
Published 03/11/2017
Contract Type Permanent
Salary Market Related
Location Cape Town, Western Cape, South Africa
RBS is one of the largest fully fledged financial services advisory firms in Southern Africa. Our services cover a broad spectrum of needs including Insurance Broking, Risk Management, Corporate Risk Advisors, Employee Benefit Administrators and Consultants, and Health and Wealth management.
Job Functions Sales
Industries Call Centre & Helpdesk,Financial Services,Insurance
To sell Short Term Insurance Personal Lines products to clients telephonically according to the required standards
and procedures in order to secure new business in support of the business strategy.


•Ensure new business targets are met
•Ensure and contribute to minimisation of general expenses
•Ensure that all stakeholder (e.g. clients, AE’s, insurers) communication is accurate, timeous, professional and relevant
•Build and maintain mutually beneficial relationships with internal and external stakeholders
•Ensure and contribute to achieving own and company required client satisfaction targets
•Contact clients telephonically to sell Personal Lines Short Term Insurance products
•Adhere to company standard operating procedures and quality standards wrt the following processes (but not limited to):
•General Enquiries such as but not limited to cover, products, processes etc
•New Business
Conduct risk assessments
Analyse clients’ portfolios
Request, obtain and assess quotes from insurers
Rate policies
Request, obtain and/or provide clients with all required information and/or documents
Arrange valuations and reinsurance
Raise premiums
File all relevant documentation electronically and in hard copy
Upsell cover to clients where appropriate
•Ensure productivity and sales targets are met
•Contribute towards and ensure continuous improvement in own and team performance
•Adhere to company mandates
•Participate and contribute in ad hoc projects
•Report any suspected fraud, misrepresentation and/or dishonesty
•Keep accurate record of own activities
•Live the RBS Way
•Ensure continuous self-development
•Share information and knowledge with the team
•Matric or equivalent
•FAIS Compliant (credits and/or full qualification)
•Computer Literate
•Excellent communication skills
•2 years’ proven track record in Tele Sales (Personal Lines Short Term Insurance)
Job Closing Date 31/12/2017
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