Insurance Advisor New Business (Cape Town)
Location | CPT - CBD, South Africa |
Date Posted | August 27, 2020 |
Category |
Insurance
|
Job Type |
Full-time
|
Currency | ZAR |
Description
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