Business Development Executive (Personal Lines Insurance)

Business Development Executive – Personal Lines

Location: Kloof, Durban

 

We are looking for an ambitious and customer-focused Business Development Executive to join our growing team. This role offers an excellent opportunity to drive the continued growth of our personal lines business by converting high-quality, company-provided leads into long-term client relationships. There is no cold calling involved—your focus will be on engaging warm leads and delivering tailored insurance solutions that meet their needs.

 

Key Responsibilities

Lead Engagement and Conversion

 

Engage professionally with leads supplied by the business, building rapport and gaining a clear understanding of clients’ insurance requirements.

Present and sell a range of personal lines insurance products, offering solutions aligned to each client’s circumstances.

 

Client Relationship Management

 

Establish strong, lasting relationships with new clients from initial contact through onboarding and beyond.

Ensure a seamless client experience that promotes satisfaction, trust, and retention.

 

Product and Market Expertise

 

Maintain strong knowledge of personal lines insurance products, underwriting principles, market trends, and regulatory requirements.

Provide informed, compliant, and value-driven advice to clients.

 

Sales Performance and Strategy

 

Work closely with the Sales Manager to support sales initiatives and achieve agreed business development targets.

Contribute insights to improve conversion rates and expand the client base.

 

Reporting and Administration

 

Accurately track sales activity, lead progress, and performance metrics.

Prepare regular reports and updates for the General Manager, ensuring transparency and accountability.

 

Customer Service Excellence

 

Respond promptly and professionally to client enquiries and concerns.

Proactively resolve issues to ensure a positive client experience and ongoing loyalty.

 

 

Education: Matric (Grade 12) or equivalent

Certifications: Insurance-related qualifications such as NQF Level 4 and RE5 are advantageous

 

Skills and Knowledge:

 

Strong communication, negotiation, and interpersonal skills

Sound analytical judgment and decision-making ability

Solid understanding of personal insurance products and underwriting fundamentals

 

 

Attention to Detail: High level of accuracy when handling documentation and client data

 

Personal Attributes

 

Detail-oriented with a strong focus on accuracy and compliance

Proactive and able to anticipate and address challenges early

Customer-centric, with a genuine commitment to service excellence

Collaborative team player who thrives in a professional, results-driven environment