Independent Contractor - Commercial/Agri Insurance - Cape Town / Somerset West
Energy at Work Projects
Cape Town, Western Cape, ZA
5d ago

Financial Services giant looks to expand its sales force as well as footprint in the market by appointing experienced Commercial / Agri Independent Contractors who will be strategically placed across the country.

These individuals will be given a small portfolio of business that they will be required to service from day one whilst growing that portfolio with quality business.

Duties and Responsibilities :

  • Promotes sales in liaison with brokers and financial institution's leads and services
  • brokers.

  • Receives requests for quotations from clients and provides a packaged solution
  • based on client needs.

  • Actively promotes company products.
  • Profitable Growth in Insurance New Business Sales by promoting and selling Insurance
  • Solutions.

  • Explaining and structuring customized insurance options.
  • Supporting customers in their completion of insurance application information
  • requirements e.g. financial needs analysis and proposal forms.

  • Notifying customers regarding the insurance requirements on loan facilities such
  • as vehicle finance, guarantees, property loans, agricultural production loans,

    marine, etc.

  • Exploring alternative solutions if required in terms of a client’s insurance
  • portfolio risk analysis.

  • Continued adherence to disclosure and compliance in terms of the Financial
  • Advisory and Intermediary Services Act (FAIS).

  • Quotation Preparation and obtaining quotes from Insurers.
  • New Business Ensure closing and capturing of New Business with Insurers / Ops.
  • Endorsements Process Endorsement as required by the client.
  • Renewals Obtains Terms from Insurers and present to the client.
  • Renewals Manage the renewal process and conclude renewals prior to the
  • renewal date.

  • Cancellations - Process Endorsement as required by the client.
  • Claims - Assists and follow up regarding outstanding claims.
  • Full and accurate broking submissions to insurers.
  • General Service Standards (100% acknowledgment of requests within 24 hours,
  • 100% delivery on commitments made).

  • Adherence to all compulsory training and forums, submission of documents and
  • forms required.

  • Maintain a minimum of 95% accuracy score from the Quality Assurance audits
  • and timeous adherence to the remedial actions required therefrom.

    Required Experience :

  • A minimum of 5-10 years previous working experience in Short term insurance is
  • preferable to gain practical exposure to banking principles and to establish credible

    relationships.

  • Must be fully FAIS Compliant
  • Regulatory Exam Certificate (RE5)
  • Registered FSP Representative (Category 1 and Sub-Category 1.2 and 1.6)
  • Fit and Proper as determined by FAIS legislation (Honesty, Integrity and Financial
  • Solvency)

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