Insurance Advisor (New Business)
Intell Staff
Johannesburg, Gauteng, ZA
2d ago
source : Work-Force

Purpose of the Job : To increase organizations market share by selling appropriate risk solutions to new and existing clients within the Advisory Division.

Key Performance Areas : Develop and Implement a Pro-Active sales plan according to agreed Targets Meet agreed on new business targets Provide after-sales service to ensure / new business Vest Identify and build a relationship 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 Load policies, amendments, and endorsements on the system promptly Ensure 1st premium payment processes and debits are discussed and agreed with the clients Ensure data integrity on all systems General correspondence and e-mails to clients according to company standards Responsible for Pro-Active underwriting Responsible for Re-Active underwriting.

Competencies : Sound knowledge and understanding of personal lines insurance Understanding of the insurance and brokerage industry and environment Technical insurance knowledge (underwriting) FAIS requirements of a representative Legal requirements of the insurance industry Computer literacy Communication Analytical Ability Negotiation Selling Good Time Management Customer Service Orientation Deadline Driven Proactive Requirements : Matric NQF Level 4 FETC Short Term Insurance (FAIS) RE5 Representatives Class of Business (Advantageous) CPD Hours

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