Non-Life Short Term Advisor

5 days ago

Bloemfontein, South Africa Perfect Placement Recruitment Full time
Job Title: Non-Life Short Term Advisor
Location: KZN and/or Bloemfontein
Salary: Market Related
Benefits: Employee recognition initiatives
Vacancy Type: Remote (KZN and/or Bloemfontein)
Closing date: End Sept 2024

Duties and responsibilities:

Client Liaisons and Advisory responsibilities:
  • To provide risk management and short-term insurance advice to a selected portfolio of existing clients.
  • To prospect new clients to grow the insurance portfolio and to achieve contracted targets.
  • To provide appropriate short-term insurance and risk management advice through a client SLA.
  • To provide exceptional service, enhancing the clients experience of Origin, with a focus on client retention.
  • To liaise with, and follow the advice and instruction of the appointed Line Manager in respect of projects, goals, retention and maintenance of clients, in order to drive income-generation and to grow the portfolio.
  • Generate new business by referrals and "cross-selling" for the different entities within the Origin group, i.e. Trust, Wills, Tax and
  • Accounting and Life and Investment
  • To manage and maintain the selected client portfolio by managing client relations, assisting in claims, renewal of clients policies and general client-queries, within reasonable timelines.
  • Oversee and manage quotations, policy activations and amendments.
Internal company- and administrative responsibilities:
  • To follow company policies and procedures in respect of strategic marketing drives, marketing projects, internal marketing strategies, whilst observing the relevant customer segmentation model.
  • To observe and adhere to company policies, procedures and work-flow processes in respect of operational matters such as: Usage of company approved documentation Observing the Company Policy in respect of Advanced Customer Experience
  • Observe and adhere to administrative guidelines and procedures in respect of administrative- and claims functionality. Observe and adhere to procedures and requirements of compliance.
  • Support the company "house view" model To aid administrative- and claims teams when required in order to provide exceptional service to clients.
  • To liaise with Line Manager in respect of engaging in training programs relating to product-specific training, class of business training and specific requirements in respect of CPD points as required and to take responsibility for complying with regulatory requirements.

Reporting- and feedback responsibilities:
  • To report to Line Manager on regular appointed times in respect of goal-management, renewals, marketing projects and strategic marketing drives.
  • To attend and participate in Advisor Meetings as determined from time to time.

Non- negotiable qualifications and experience required:
  • 3-5 Years experience as a Non-Life Short Term Advisor or similar position.
  • Knowledge of Workpool and Google Docs
  • Industry related Qualification
  • Registered as Representative of related FSP
  • FAIS legislature requirements, which include, but not limited to: RE1 and RE5
  • Responsible for meeting the CPD requirements
  • Continue to meet all Fit and Proper requirements as per the latest legislation.
  • This role requires frequent business travel.
  • Own reliable transport and valid license.

By submitting your information and application you hereby confirm:
1. That you have no objection to us retaining your personal information in our database for future matching/ POPI Policy.
2. Due to the nature of the position, that we can do an ITC check if our client is interested in your CV.
3. That the information you have provided to us is true, correct, and up to date.

PLEASE NOTE:
Correspondence will only be conducted with shortlisted candidates. Should you not hear from us within 30 days, please consider your application unsuccessful.

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