Advisor: Sales and Service

4 days ago


Cape Town, Western Cape, South Africa Indwe Risk Services Full time

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.
About Indwe

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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