MAIN DUTIES AND RESPONSIBILITIES  

• Develop and pro-actively seek out New Business opportunities 
• Put together appropriate proposals and present these to client  timeously 
• Secure letters of appointment and place cover as required by clients 
• Provide clients with technically sound advice 
• Handover all files (electronic and manual) to the Service Team as per agreed standard 
• Maintain and update information on Marsh Force as per agreed standard 
• Attend all meetings as agreed 
• Participate in developing the New Business Strategy and Marketing Plan for the business area 
• Meet or exceed the agreed income targets 
• Ensure effective cross-selling between Marsh divisions 
• Provide technical support / assistance to office and other staff as required 
• Develop relationships with markets and Key Client decision makers 

EXPERIENCE AND QUALIFICATIONS REQUIREMENTS  

• Relevant Insurance qualification ACII / HCII or Fellowship 
• Regulatory exam 
• Proof of credits from INSETA 
• D.O.F.A (Date of First Appointment) certificate from the FSB 
• Matric certificate 
• Mathematical and computer literacy (MS Office, specifically strong Excel and PowerPoint skills) 
• Minimum 5 years New Business experience in a mid-market Insurance environment 
• Proven Technical understanding of classes in mid-market  insurance environment 
• Proven success track record in career history, of success in a New Business position 
• Own transport and drivers’ license 

PREFERRED PERSONAL ATTRIBUTES  

• Work under pressure, independently and meet deadlines 
• Team Player, and energetic enthusiastic personality will be best suited to this role 
• Excellent client service work ethic and approach to large corporate clients 
• Attention to detail and follow up on administrative tasks where required 
• Assertive, strong sales and presentation skills 
• Persistent and positive disposition to business opportunities and new business prospects 
• Good problem solving skills, and analytical thinking 
• Ability to prioritize and re-prioritize, with good time management skills 
• Good business acumen, and be able to take decisions in the best interest of the client and business