Advisor : Sales And Service

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.

Focus : Individual Lines

Location(s) : Witbank

Due Date : 19 July 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 industryCustomers (to whom the service is rendered / impacted upon) :

External clientsPartnershipsInternal customers : Indwe divisions and departmentsNumber of subordinates : None

Reporting line (immediate manager) : Individual Insurance Manager

Minimum RequirementsMatricAdvantage : 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 environmentCommunicationAnalytical 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 AreasKey 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 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

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