To submit your application, please email your CV and cover letter to :
Purpose :
To provide rewarding experiences and appropriate planning solutions at all touch points to new, internal and external clients as well as a rewarding service experience and appropriate risk solutions.
Division : Johannesburg x2
Cape Town x4
Durban x3
Pretoria x1
Focus : Commercial Lines
Due Date : 31 January 2025
About the role
Context (external / internal factors which influence the work environment, taking into account future conditions and strategic requirements) :
- South African regulatory framework of insurance / brokerage industry
Customers (to whom the service is rendered / impacted upon) :
There are arrangements within the group business to have the opportunity to provide advice to the client base as well as new clients with an attractive financial model.
It includes supportive business and sales support underpinned by a number of other doors opening opportunities.
Number of subordinates : 0
Reporting line (immediate manager) : Manager / Branch Manager
Minimum Requirements :
Education :
MatricWealth Management NQF L5 qualification or higherPassed exam RE : RepresentativesOwn vehicle and drivers’ licenseExperience :
Previous experience within the Financial Services Industry and / or sales environment will be an added advantage.Skills :
Build excellent client relationships / service orientationEntrepreneurial / Business orientationAbility to work in an organized mannerSelf-confidenceDrive / performance orientationInterpersonal skillsKnowledge :
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 – (underwriting)Personal attributes :
InfluentialFlexibilityInterpersonal effectivenessCustomer Service orientationResilience and TenacityEmotional maturityProactiveKey Performance Area
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 re- premium and quotationsDo 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 payments processes and debits are discussed and agreed upon with clientsEnsure data integrity on all policy systemsGeneral correspondence and e-mails to clients according to company standardsResponsible for proactive and reactive underwriting.Adhere to underwriting criteria; FAIS requirements and set company standardsManage incoming and outgoing e-mails according to set norms and standards.Provide 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.Establish long-term relationships with clientsFinancial planning for clientsAbout Indwe
All 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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