Advisor : Sales And Service

Indwe Risk Services; Cape Town; On-site; ZAR 30 000 - 60 000; Full time

Job summary

An established industry player is seeking motivated individuals to enhance its market presence by providing tailored risk solutions. This role focuses on building and maintaining client relationships while ensuring compliance with South African insurance regulations. Candidates should possess strong analytical and negotiation skills, along with a proven track record in sales within the insurance sector. Join a dynamic team dedicated to continuous improvement and customer satisfaction, where your contributions will directly impact business growth and client retention.

Qualifications

• Minimum 4 years' experience in short-term personal lines insurance.
• Sales and service experience is essential.

Responsibilities

• Develop and implement a proactive sales plan.
• Identify new business opportunities and build client relationships.

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

Job Application Submission

To submit your application, please email your CV and cover letter to the provided address.

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.

Position Details

1. Number of Positions: 2
2. Focus: Individual Lines
3. Location: Cape Town
4. Due Date: 19 July

About the Role

Context

South African Regulatory framework of insurance / brokerage industry.

Customers

External clients.

Partnerships

Internal customers: Indwe divisions and departments.

Reporting Line

Individual Insurance Manager.

Minimum Qualifications

• 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.

Skills

• 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 of personal lines insurance, FAIS requirements, Legal requirements, Technical insurance knowledge – underwriting.

Personal Attributes

• Influential, Flexibility, Interpersonal effectiveness, Resilience and tenacity, Emotional maturity, Proactive.

Key Performance Areas

Grow Portfolio

• Develop and implement a proactive sales plan.
• Meet new business targets, identify and build relationships, negotiate with insurers, and engage in up- and cross-selling.

Retain and Maintain Clients

• Identify new business opportunities, liaise with insurers, build relationships through regular calls, and inform clients of latest products.

Perform Administration

• Load policies, amendments, endorsements, ensure premium payment processes, maintain data integrity, handle correspondence, and adhere to standards and requirements.

About Indwe

All employees are expected to embody Indwe's values: Actively seeking continuous improvement, Nurturing, Driven, Willing, Eager. Address: 61 Central Street, Houghton Estate. Subscribe to our newsletter for quarterly risk and insurance advice.