Advisor : Sales And Service

Indwe Broker Holdings; Cape Town; On-site; ZAR 300,000 - 450,000; Full time

Job summary

Indwe Broker Holdings seeks an experienced Insurance Advisor to expand its market share through effective sales strategies and client relationship management. The successful candidate will leverage their extensive knowledge in the insurance sector to provide tailored risk solutions and ensure exceptional client service. This position offers an opportunity to work within a supportive team environment focused on continuous improvement and professional growth.

Qualifications

• Minimum 4 years' experience within short-term personal lines insurance, including 2 years in a sales and service environment.
• Understanding of the insurance and brokerage industry and environment.
• Knowledge of personal lines insurance and FAIS requirements.

Responsibilities

• Develop and implement a proactive sales plan according to agreed targets.
• Identify and build relationships with partners.
• Ensure data integrity on all policy systems and provide reports to management.

Skills

Communication

Analytical ability

Negotiation

Planning and organising

Decision making

Selling

Listening and assessing

Time management

Ability to adapt to change

Education

Matric

Higher Certificate in Insurance (NQF5)

Passed exam - RE: Representatives

Job description

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.

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 (immediate manager) : Individual Insurance Manager

Minimum Requirements : 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
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 :

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 re- premium and quotations
   Do 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 payments 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 consistent with the Indwe values: Actively seeking continuous Improvement, Nurturing, Driven, Willing, Eager

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