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Personal Lines Insurance Advisor
1 week ago
We are seeking a skilled and experienced Personal Lines Insurance Advisor to join our team at Indwe Risk Services. As an Advisor: Sales and Service, you will be responsible for providing a rewarding service experience and appropriate risk solutions at all touch points within the Advisory Division.
Your key responsibilities will include developing and implementing proactive sales plans according to agreed targets, meeting new business targets, identifying and building relationships with partners, and negotiating with insurers regarding premiums and quotations.
You will also engage in up- and cross-selling on existing and new business, ensuring that customer queries are attended to and resolved expeditiously, and responding to client's requirements by providing appropriate risk solutions.
To be successful in this role, you will need to have a minimum of 4 years' experience within short-term personal lines insurance, including 2 years in a sales and service environment. You should also possess sound knowledge and understanding of personal lines insurance, FAIS requirements of a representative, legal requirements of the insurance industry, and technical insurance knowledge – underwriting.
Key Responsibilities- Provide a rewarding service experience and appropriate risk solutions at all touch points
- Develop and implement proactive sales plans according to agreed targets
- Meet new business targets
- Identify and build relationships with partners
- Negotiate with insurers regarding premiums and quotations
- Engage in up- and cross-selling on existing and new business
- Ensure customer queries are attended to and resolved expeditiously
- Respond to client's requirements by providing appropriate risk solutions
