To submit your application, please email your CV and cover letter to:
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.
Position(s): x2
Focus: Individual Lines
Location(s): Cape Town
Due Date: 19 July 2024About the role Context: South African Regulatory framework of insurance/brokerage industryCustomers: External clientsPartnershipsInternal customers: Indwe divisions and departmentsNumber of subordinates: None
Reporting line: Individual Insurance Manager
Minimum Qualifications: 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 environmentSkills: CommunicationAnalytical abilityNegotiationPlanning and organisingDecision makingSellingListening and assessingTime managementAbility 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: InfluentialFlexibilityInterpersonal effectivenessResilience and tenacityEmotional maturityProactiveKey Performance Areas: Key Performance Outputs: 1. Grow Portfolio
Develop 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 regarding premiums and quotationsEngage in up- and cross-selling on existing and new business2. Retain and Maintain Clients
Identify 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 Administration
Load policies, amendments, and endorsements on the system promptlyEnsure premium payment 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 solutions.About IndweAll Indwe employees are expected to conduct themselves in a manner commensurate with the Indwe values:
Actively seeking continuous Improvement Nurturing: To care for our clients with Empathy
Driven: Providing the best solutions to our customers
Willing: To learn, grow and embrace diversity
Eager: To take responsibility and use initiative
(A) 61 Central Street, Houghton Estate, 2198
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