Insurance Advisor
Intell Staff
Polokwane, Limpopo, ZA
4d ago
source : Work-Force

Key Performance Areas :

  • Attend to all client queries (revision, renewals, premium negotiations with insurers, amendments, cancellations, unpaid premiums).
  • Do up and cross-selling of products.
  • Identify new business opportunities
  • Identify opportunities for cross and up-selling on existing clients
  • Liaise with insurers or management re premiums and quotations if applicable
  • Build relationships through regular and proactive caring calls - keeping them abreast of latest products and any news of relevance to them
  • Provide a rewarding service experience at all touchpoints
  • Ensure that customer queries are attended to and resolved expeditiously
  • Respond to the client’s requirements by providing appropriate risk solutions.
  • Ensure data integrity on all systems / Policy systems / Re : Solve / Quotemaster
  • Do amendments correctly & promptly
  • General correspondence and e-mails to clients according to company standards
  • Manage incoming and outgoing e-mails according to set norms and standards.
  • Responsible for Pro-Active personal lines underwriting.
  • Adhere to underwriting criteria-FAIS requirements and set company standards
  • Ensure regular report and feedback to the manager
  • Support to Commercial Account Executive in obtaining quotes, summaries, appointments and other related Administration.
  • Requirements :

  • 5 years’ experience within short-term insurance of which 5 years in a broking environment
  • Underwriting experience in a personal lines environment will be an advantage
  • FETC Level 4 Short term Insurance Qualification
  • RE Representative
  • Added Advantages :

  • Class of Business (Personal and Commercial)
  • Competencies :

  • Negotiation, Planning and organizing
  • Decision making
  • Selling
  • Time management
  • Understanding of the insurance and brokerage industry and environment
  • Have written and passed an intermediate level assessment on Personal Lines type policies.
  • Legal requirements of the insurance industry
  • Technical insurance knowledge (underwriting, etc)
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