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Short Term Insurance Consultant
2 weeks ago
Job Title
:
Short Term Insurance Consultant
Employment Type
:
Full Time
Experience
:
3 to 5 years
Salary
:
Negotiable
Job Published
:
12 February 2024
Job Reference No
:
Min Requirements:
- Comply with requirements as stipulated in FAIS Act
- 3 + years experience in the relevant industry
- NQF4 qualifications and credits
- RE5 Exam passed
- Class of Business completed for STI Personal and Commercial lines
- Operational Ability
- CPD hours/points completed for last cycle (2022/2023)
Advantageous:
- NQF5 passed for STI
- Experience on SANTAM online system
- Product specific training completed with main players in insurance industry: Santam, Old Mutual, Momentum (Previously Alexander Forbes), Bryte etc.
Responsibilities:
- Short Term Insurance administration
- (Household content / Buildings / Vehicles etc. cover for both commercial and personal lines)
- Make and receive calls to clients
- Do and follow through amendments to client policies
- Evaluate cover to avoid under insurance
- Advise on claims under what section covered on policies
- Involvement with claims intermediary service (Client satisfied)
- Manage unpaid premiums
- Evaluate rates on lineitems and negotiate premiums
- Policy renewals
- Completeness and accuracy of RecordofAdvice
- Fit & Proper, FAIS, FICA and Code of Conduct compliant
- Grow portfolio by up and cross selling
- Build long term relationships with clients
Competencies:(Knowledge, skills and attributes)**- Honesty, Integrity and Good Standing
- Strong administrative skills
- Good verbal
- Selfdiscipline and time management
- Punctuality
- Meet deadlines
Skills:
- RE5InsuranceSalesAdministrationFAISFAIS creditsProduct KnowledgeMicrosoft OfficeMeeting DeadlinesVerbal Communications
Industries: - InsuranceSalesAdministrative
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