Account Executive, Kloof

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

Establishing the insurance needs for clients and quoting them accordingly

Comparing current policies/quotations to our available products and quoting accordingly

Issuing of policies once clients accept quotations.

Telephonic Sales

Working closely with consultants to sign up new clients.

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