Consulting of clients Assessing risk portfolios for clientsQuoting and advising clients on new productsHandling and processing of applicationsAssisting with client queriesHandling and assisting with claimsProduct presentationsMonitoring of existing client base and policiesBuilding book through own MarketingMaintaining own Book of clientsRetentionRenewalsAdvising current and new clientsAdministration of bookMonthly report on new client and new targets

Maintaining the whole book of Pretoria and Limpopo brokersObtaining new brokers in the PTA and Limpopo regionsTarget DrivenSystem training for brokersProduct training for brokersAdministration as required from ManagerHandling of Complaints and Problem solvingHandling of Claims, Amendments and other queriesCommercial and Personal lines businessRetention of brokersWeekly and Monthly call reports (broker visit sheet)Broker calling – Broker feedbackCreating new ideas for marketing and client services.Creating new products and presentations on new products

Consulting of clients Assessing risk portfolios for clientsQuoting and advising clients on new productsHandling and processing of applicationsAssisting with client queriesHandling and assisting with claimsProduct presentationsMonitoring of existing client base and policiesBuilding book through own MarketingMaintaining own Book of clientsRetentionRenewalsAdvising current and new clientsAdministration of bookMonthly report on new client and new targets

Updating of the Daily Activity Sheets for all Sales/UW staff. Maintenance of own Daily Activity sheet.Assisting UW/Sales staff with work-related queries.Brain Storming for new pitches and ideas/improvements.Maintaining call center service levels and quick response.Dealing with difficult clients/brokers.Weekly report meetings.Set up new monthly targets.Sales drive.

SalesMaintaining excellent customer serviceHandling and assisting customersHandling of accountsAssisting and resolving client queriesGeneral Managing duties of the storeMotivating staff Handling staff of day dutiesLay out monthly shift programSet up new store targets with Operation manager Set up each staff member a targetBring in new stock and put out on display and on the systemBring in new ideas for market related on store to bring up salesStock take

Receiving of new vehicles from stock yardDelivering of new vehicles to customersManaging of delivery processManaging of delivery staffMake sure all loose items is in vehicle.Check in all new vehicle on the system.Make sure all incoming vehicles is damage free.Compare out going with in coming check listMonthly report for all incoming and out going vehicles

Receiving of Inventory from delivery vehicles Monitoring of delivery processes Managing of staff Arranging and negotiating of collection and deliveries. Handling all documents for pickup and delivery with clients. Make sure all valuable items is not damage on delivery. Make sure all items is protected by necessary equipment. All stuff members to give excellent client service. All documents to be signed by client. All documents to be filed at head office. Make sure all trucks got enough moving material on. Make sure all stuff members got there safety gear on. Truck to be clean before and after each day.