Purpose:To increase Indwe's market share by selling appropriate risk solutions to new and existing clients within the Advisory Division. To provide a rewarding service experience and appropriate risk solutions at all touch points.About the roleContext: South African Regulatory framework of insurance/brokerage industryCustomers: External clients, Partnerships, Internal customers: Indwe divisions and departmentsNumber of subordinates: NoneReporting line (immediate manager): Individual Insurance ManagerMinimum Requirements:MatricAdvantage: Higher Certificate in Insurance (NQF5)Passed exam - RE: RepresentativesExperience:Advisor: Sales and ServiceMinimum 4 years' experience within short-term personal lines insurance, including 2 years in a sales and service environmentCommunication, Analytical ability, Negotiation, Planning and organising, Decision making, Selling, Listening and assessing, Time management, Ability to adapt to changeKnowledge:Understanding of the insurance and brokerage industry and environmentSound knowledge and understanding of personal lines insuranceFAIS requirements of a representativeLegal requirements of the insurance industryTechnical insurance knowledge – underwritingPersonal attributes:Influential, Flexibility, Interpersonal effectiveness, Resilience and tenacity, Emotional maturity, ProactiveKey Performance Areas:1. Grow PortfolioDevelop and implement a proactive sales plan according to agreed targetsMeet agreed new business targetsIdentify and build relationships with partnersWrite quality new business aligned to sales/marketing planNegotiate with Insurers re- premium and quotationsDo up- and cross-selling on existing and new business2. Retain and Maintain ClientsIdentify new business opportunitiesIdentify opportunities for cross- and up-selling on existing clientsLiaise with insurers and/or management regarding premiums and quotationsBuild relationships with clients through regular calls and informing them of the latest products3. Perform AdministrationLoad policies, amendments, and endorsements on the system promptlyEnsure premium payments processes and debits are discussed and agreed upon with clientsEnsure data integrity on all policy systemsGeneral correspondence and emails to clients according to company standardsResponsible for proactive and reactive underwritingAdhere to underwriting criteria, FAIS requirements and set company standardsManage incoming and outgoing emails according to set norms and standardsProvide regular reports and feedback to the managerProvide a rewarding service experience at all touch pointsEnsure that customer queries are attended to and resolved expeditiouslyRespond to client's requirements by providing appropriate risk solutionsAbout IndweAll Indwe employees are expected to conduct themselves in a manner commensurate with the Indwe values: Actively seeking continuous Improvement, Nurturing, Driven, Willing, Eager
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