Insurance Advisor New Business (Cape Town)

at Intellistaff
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

Package & Remuneration

R MR - MR
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