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.
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Education
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Matric
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Minimum Insurance-related qualifications and up to date CPD
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FAIS Compliance – (60 credits Commercial Lines & 30 credits Personal Lines)
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RE 5
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Driver's License
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Experience
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At least 5 years Personal Lines and Commercial Lines experience in a Sales Setting. More than 10 years is preferred
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Duties and Responsibilities
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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.
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Detailed weekly activity reporting
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Have regular meetings with intermediaries to drive growth, provide portfolio feedback and attend to possible concerns.
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To represent and promote PPS through marketing activities to intermediaries and clients.
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Invite intermediaries to forums and information sessions to strengthen your relationship (including assisting with hosting and presenting at events).
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To operate and excel in a niche target market environment.
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Knowledge and Skills
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General Short-Term Insurance technical product knowledge is required
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Experience in maintaining and growing a profitable portfolio of Commercial and Personal Lines Insurance through sales, underwriting and retention
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A good understanding of underwriting principles and knowledge
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Computer literacy (MS Word, Excel & PowerPoint)
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Understand and interpret policy wordings against claims situations.
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Competencies
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Excellent communication skills (written and verbal)
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Excellent inter-personal and problem-solving skills
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Attention to detail
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Driven to achieve results
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Collaboration
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Emotional Wisdom
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Change Navigation
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Innovative Orientation
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Planning and Organising
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Problem Solving / Decision Making
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Customer Focus
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📌 Business Development Consultant (Western Australia)
🏢 PPS Recruitment
📍 Western Australia