Job Description
SUMMARY:
Short- term insurance consultant with personal and commercial lines.
POSITION INFO:
Role Purpose
Short-Term Insurance Advisers are committed, driven, result-oriented advisers who can work on their own as well
as in a team environment writing business (personal and commercial lines) in accordance with targets laid down by
the company.
Responsibilities and work outputs
- Source sufficient lead generating opportunities to ensure a healthy, income generating pipeline.
- Minimum requirement of 4 written policies per month.
- Maintain and update your Lead Generation Matrix on a weekly basis.
- A SIA is required to conduct a comprehensive needs analysis with all prospective clients to discharge on their advice responsibility.
- Perform in line with business expectations on agreed key performance areas.
- Keep up to date and fully in...