Insurance Advisor

5 months ago

Pietermaritzburg, South Africa Office Beacon South Africa Full time

Job Title: Insurance Advisor

Location: Pietermaritzburg, South Africa (Onsite Position)

Job Summary:
**Responsibilities**:
1. Insurance Administration:

- Maintain organized records of client information, policies, and transactions.
- Handle inquiries from clients regarding insurance coverage, claims, and policy details.
- Collaborate with insurance underwriters and adjusters to facilitate policy changes and claims processing.

2. Sales and Client Acquisition:

- Identify and pursue opportunities to generate new leads and expand our client base.
- Conduct outbound sales calls and meetings to present insurance products and services to potential clients.
- Develop customized insurance proposals tailored to meet the needs of prospective clients.
- Close sales and achieve monthly targets for new policy sales and revenue generation.

3. Customer Relationship Management:

- Build and maintain strong relationships with existing clients to ensure satisfaction and retention.
- Provide personalized assistance to clients, addressing their questions and concerns promptly.
- Proactively follow up with clients to review their insurance needs and recommend additional products or coverage options.

4. Documentation and Compliance:

- Ensure compliance with insurance regulations and company policies in all administrative tasks.
- Prepare and review insurance documentation, including policy contracts, endorsements, and certificates of insurance.
- Maintain confidentiality of sensitive client information and adhere to data protection guidelines.

5. Market Research and Analysis:

- Stay informed about industry trends, competitor offerings, and changes in insurance regulations.
- Conduct market research to identify opportunities for product development and differentiation.
- Analyze sales data and performance metrics to evaluate effectiveness of sales strategies and identify areas for improvement.

Qualifications:

- Proven experience in insurance administration and sales, preferably within the insurance industry.
- Knowledge of insurance products, policies, and regulations.
- Strong sales and negotiation skills with a track record of achieving targets.
- Excellent communication and interpersonal abilities.
- Detail-oriented with good organizational and time management skills.
- Proficiency in MS Office Suite and experience with insurance management software is a plus.
- Bachelor's degree or equivalent experience in business, finance, or a related field.

How to Apply:
**Job Types**: Full-time, Part-time

**Salary**: R5 400,00 - R10 800,00 per month

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