Insurance Advisor (New Business – Personal Lines

Business Capital Group
Centurion, South Africa
Competitive salary
07 Sep 2020
06 Oct 2020
Job role
Financial Services SectorSouth African Regulatory framework of insurance / brokerage industryContact CentreCompetitive environmentCustomer FocusService ExcellenceTarget driven environmentMATRICLevel 4 FETC Short-Term Insurance QualificationRE: RepresentativesJunior Sales ConsultantMin 2 years' experience within short-term personal lines insurance, including 1 year in a Sales EnvironmentSales ConsultantMin 4 years' experience within short term personal lines insurance, including 2 years in a Sales EnvironmentSenior Sales ConsultantMin 6 years' experience within a short term personal lines insurance - including 3 years in a Sales EnvironmentUnderstanding 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)Develop and Implement Pro- Active sales plan according to agreed TargetsMeet agreed new business targetsProvide after sales service to ensure/ new business VestIdentify and build relationship with PartnersWrite quality new business aligned to sales / marketing planNegotiate with Insurers Re- Premium and QuotationsDo Up and cross -selling on existing and new businessLoad policies, amendments and endorsements on the system promptlyEnsure 1st premium payment processes and debits are discussed and agreed with the clientsEnsure data integrity on all systemsGeneral correspondence and e-mails to clients according to company standardsResponsible for Pro-Active underwriting.Responsible for Re-Active underwriting.Adhere to underwriting criteria-FAIS requirements and set company standards