Short-term Insurance Claim Consultant (Motor and Non-Motor)

Business Representative

Minimum

• Diploma / Certificate or equivalent (NQF 5)

Experience

• Up to 3 years as a Business Representative or in a similar role within the Manufacturing environment

Sales and Business Administration

• Canvassing and opening of new customer accounts based on their viability as future customers.
• Monitor monthly sales per customer using the Sales Management process.
• Daily extrapolation of sales information from the SAP system to assess actual units against target units and implement a plan of action if necessary.
• Provide monthly feedback to the Regional Manager on all activities relating to the customer.
• Introduce new marketing and promotion ideas and assist the customer in aligning its strategy with that of the Company (Marketing Strategy).
• Provide appropriate support in master and dynamic route planning in collaboration with Warehouse staff and Logistics.
• Host regular trade evenings and suitable entertainment to promote the product and grow/develop customer relations.
• Initiate and monitor all promotional activity to develop and grow existing customer base and market share in consultation with the customer and Regional Manager.
• Assist with the credit application process.
• Co-responsible with debtors for the effective, timeous collection of outstanding debtors monies.
• In collaboration with debtors, ensure that all outstanding debtors are less than 45 days at all times.
• Assist debtors staff in resolving customer queries.
• Proactively manage customers with potentially high risk for the Company and liaise with debtors in respect of any action planning that needs to be done.
• Responsible for ensuring that vehicles and other company equipment are maintained in accordance with company policy and procedure.
• Monthly SBO meetings with Regional Manager to feedback status on new business.

StockControl

• Liaise with Warehouse on an ongoing basis to ensure optimal availability of stock and resolve any outstanding queries.
• Assist with the consignment stock process when required.
• Monitor buying patterns of all customers to assist in forecasting stock requirements on a monthly basis.
• Monitor stock rotations and replenish with new stock as needed.
• Assist the customer in managing their own stock levels and mix.

Compliance

• Operates within controls and procedures in order to ensure the integrity of the Company.
• Reports risks or areas of concern to management within own operating area.
• Promotes compliance with all relevant regulations and procedures to prevent fruitless, wasteful, and irregular expenditure.

Customer Service

• Maintains effective working relationships with employees and customers to provide the highest quality services.
• Identifies and solves problems while demonstrating a high level of integrity in line with the Company core values.
• Ensures daily and weekly discussions take place with CIC and other stakeholders to ensure customer queries are followed up and satisfactorily resolved.
• Provides regular presentations/training to customers on products and pricing to ensure customers are up to date with technical product changes.
• Assists the customer liaison department with maintaining the customer base by updating customer information when necessary.
• Provides the customer with stands, POS material, claims, and rotation procedure training.
• Updates customer database by providing new information regarding new customers and/or updating existing information.

Cost Control

• Supports the effective and transparent use of financial and other resources.
• Ensures correct pricing structures are in place at all times.
• Manages and monitors gross profit on a daily basis and implements action plans if necessary.
• Reduces operational costs by optimizing company resources (cell phone, car) and curbing unnecessary expenses.
• Limits expenditure, reduces costs, and ensures deviations from budgetary limits are reported to the direct Manager.