Introduction
With roots established in 1903, Indwe Risk Services (Pty) Ltd is today one of South Africa’s largest independent brokers, providing expert solutions that cover all your personal and business insurance and financial needs. Indwe Risk Services is always looking for passionate, dedicated and innovative people to work in an ambitious and professional working environment. Join our team and become part of the Indwe family.
We are looking for an Insurance Advisor: Sales and service for our Bloemfontein Office to increase Indwe’s market share by selling appropriate risk solutions to existing clients within the Advisory Division and to provide a rewarding service experience and appropriate risk solutions at all touch points.
Duties & Responsibilities
- Develop and implement a proactive sales plan according to agreed targets
- Meet agreed new business targets
- Provide after-sales service for new business
- 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
- 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
- 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 e-mails to clients according to company standards
- Responsible for proactive and reactive underwriting.
- Adhere to underwriting criteria; FAIS requirements and set company standards
- General correspondence and e-mails to clients according to company standards
- Manage incoming and outgoing e-mails 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.
Desired Experience & Qualification
- MATRIC
- Level 4 FETC Short-Term Insurance Qualification
- Advantage: Higher Certificate in Insurance (NQF5)
Passed exam RE: Representatives
- Advisor: Sales & Service
- Min 4 years’ experience within short-term personal lines insurance, including 2 years in a Sales & Service Environment
Knowledge and Skills
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)
Skills
- Computer Literacy
- Communication
- Analytical Ability
- Negotiation
- Planning and organizing
- Decision making
- Selling
- Listening and assessing
- Time management
- Ability to adapt to change
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