Expert Risk Management Advisor for KZN and Bloemfontein

2 days ago


Bloemfontein, Orange Free State, South Africa Perfect Placement Recruitment Full time
About the Role

As an Expert Risk Management Advisor with Perfect Placement Recruitment, you will be responsible for providing exceptional risk management and short-term insurance advice to a selected portfolio of clients in KZN and/or Bloemfontein.

Key Responsibilities
  • Clients Relationship Management: To provide professional risk management and short-term insurance advice to existing clients and grow their portfolios through targeted marketing strategies.
  • Business Development: To identify new business opportunities and develop relationships with potential clients to drive income generation and portfolio growth.
  • Client Liaison and Advisory Services: To provide tailored risk management and short-term insurance solutions to clients through Service Level Agreements (SLA).
Internal Company Responsibilities
  • Company Policies and Procedures: To adhere to company policies and procedures related to strategic marketing drives, marketing projects, internal marketing strategies, and customer segmentation models.
  • Administrative Responsibilities: To manage administrative tasks, claims functionality, and compliance requirements in accordance with company guidelines and regulations.
Reporting and Feedback
  • Regular Reporting: To submit regular reports to Line Manager on goal management, renewals, marketing projects, and strategic marketing drives.
  • Team Collaboration: To participate in Advisor Meetings and collaborate with internal teams to achieve exceptional client service and retention.
Requirements
  • Experience: 3-5 years of experience as a Non-Life Short Term Advisor or similar position.
  • Skills and Qualifications: Industry-related qualification, registered as Representative of related FSP, knowledge of Workpool and Google Docs, FAIS legislature requirements, and CPD requirements.
  • Personal Requirements: Own reliable transport, valid license, and frequent business travel.
What We Offer
  • Competitive Salary: R 300,000 - R 450,000 per annum.
  • Benefits: Employee recognition initiatives, supportive work environment, and opportunities for professional growth and development.


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