Purpose of the Job Promote the New Business Sales of all Personal Lines by responding to leads, preparing quotations for customers, brokers, and underwriting new business policies in accordance with prescribed guidelines.
The Sales Consultant is responsible for the operational and technical results of growing the client base of Liberty STI by achieving agreed closing ratios; and achieving quality targets in compliance with relevant quality procedures.
Extending correct premiums and cover to clients by capturing information according to quality standards.
Provide an efficient and quality service to client on contact valuing client retention.
Escalate customer feedback and objections to ensure continuous improvement.
Provide detailed, comprehensive and accurate information so that clients can make informed decisions about present and possible risk.
Ensure that you are up to date with all product changes
Meet continuous professional development objectives as required by the industry
Responsibilities + Skills
Fully Sound knowledge and understanding of personal lines insurance. Regulatory Underwriting principles FAIS compliant with a minimum of 120 credits
A minimum of Grade 12 or equivalent. RE FAIS accreditation
3 5 years experience with quoting insurance products and responding to leads.