Insurance Advisor Service Polokwane
| Location | Polokwane (Pietersburg), South Africa |
| Date Posted | August 27, 2020 |
| Category |
Insurance
|
| Job Type |
Full-time
|
| Currency | ZAR |
Description
To provide a rewarding service experience and appropriate risk solutions at all touchpoints.
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)
- CPD Hours
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)
Package & Remuneration
R MR - MR Monthly plus TBA