Risk Management and Insurance Solutions Specialist
10 hours ago
This is an exciting opportunity to join a leading Independent Financial Advisor (IFA) in the South African market.
Origin Financial Group, a national footprinted company, offers customised solutions and advice tailored to the financial life cycle of each client. Our team works with partners and service providers within the financial services industry to provide clarity and order to clients' financial affairs.
We are seeking a skilled Risk Management and Short Term Insurance Advisor to join our team. This role involves providing risk management and short term insurance advice to a selected portfolio of existing clients, as well as prospecting new clients to grow the insurance portfolio and achieve contracted targets.
Key Responsibilities:
- 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.
- To manage and maintain the selected client portfolio by managing client relations, assisting in claims, renewal of client's 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.
- Support the company 'house view' model and aid administrative and claims teams when required in order to provide exceptional service to clients.
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.
Requirements:
- Knowledge on Workpool and Google Docs.
- Industry-related qualification.
- Registered as Representative of related FSP.
Competitive Salary Range: R500,000 - R700,000 per annum, plus benefits package including fast-paced work environment, employee recognition initiatives and more. We offer competitive remuneration packages with company benefits. This role requires frequent business travel.
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