Advisor: Sales and Service
4 days ago
To submit your application, please email your CV and cover letter to:
Purpose:To increase Indwe's market share by selling appropriate risk solutions to new and existing clients within the Advisory Division.
To provide a rewarding service experience and appropriate risk solutions at all touch points.
Position(s): x2
Focus: Individual Lines
Location(s): Cape Town
Due Date: 19 July 2024
About the role
Context:
- South African Regulatory framework of insurance/brokerage industry
Customers:
- External clients
- Partnerships
- Internal customers: Indwe divisions and departments
Number of subordinates: None
Reporting line: Individual Insurance Manager
Minimum Qualifications:
- Matric
- Advantage: Higher Certificate in Insurance (NQF5)
- Passed exam - RE: Representatives
Experience:
- Advisor: Sales and Service
- Minimum 4 years' experience within short-term personal lines insurance, including 2 years in a sales and service environment
Skills:
- Communication
- Analytical ability
- Negotiation
- Planning and organising
- Decision making
- Selling
- Listening and assessing
- Time management
- Ability to adapt to change
Knowledge:
- Understanding of the insurance and brokerage industry and environment
- Sound knowledge and understanding of personal lines insurance
- FAIS requirements of a representative
- Legal requirements of the insurance industry
- Technical insurance knowledge – underwriting
Personal attributes:
- Influential
- Flexibility
- Interpersonal effectiveness
- Resilience and tenacity
- Emotional maturity
- Proactive
Key Performance Areas:
Key Performance Outputs:
1. Grow Portfolio
- Develop and implement a proactive sales plan according to agreed targets
- Meet agreed new business targets
- Identify and build relationships with partners
- Write quality new business aligned to sales/marketing plan
- Negotiate with Insurers regarding premiums and quotations
- Engage in up- and cross-selling on existing and new business
2. Retain and Maintain Clients
- Identify new business opportunities
- Identify opportunities for cross- and up-selling on existing clients
- Liaise with insurers and/or management regarding premiums and quotations
- Build relationships with clients through regular calls and informing them of the latest products
3. Perform Administration
- Load policies, amendments, and endorsements on the system promptly
- Ensure premium payment processes and debits are discussed and agreed upon with clients
- Ensure data integrity on all policy systems
- General correspondence and emails to clients according to company standards
- Responsible for proactive and reactive underwriting
- Adhere to underwriting criteria, FAIS requirements and set company standards
- Manage incoming and outgoing emails according to set norms and standards
- Provide regular reports and feedback to the manager
- Provide a rewarding service experience at all touch points
- Ensure that customer queries are attended to and resolved expeditiously
- Respond to client's requirements by providing appropriate risk solutions.
All Indwe employees are expected to conduct themselves in a manner commensurate with the Indwe values:
Actively seeking continuous Improvement
Nurturing: To care for our clients with Empathy
Driven: Providing the best solutions to our customers
Willing: To learn, grow and embrace diversity
Eager: To take responsibility and use initiative
(A) 61 Central Street, Houghton Estate, 2198
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