Insurance Advisor wanted urgently: APPLY HERE
Cape Town, Western Cape
FETC Level 4 Short-term Insurance Qualification
Higher Certificate in Insurance
o 5 years’ experience within short-term insurance of which 3 years in a broking environment
Planning and organizing
Listening and assessing
Ability to adapt to change
Understanding of the insurance and brokerage industry and environment
Have written and passed an intermediate level assessment on Personal Lines type policies.
Legal requirements of the insurance industry
Technical insurance knowledge – (underwriting, etc
Customer Service orientation
Resilience and Tenacity
Attention to detail
Key Performance Area
Key Performance Outputs
1. Grow portfolio
Attend to all client queries (revision, renewals, premium negotiations with insurers, amendments, cancellations, unpaid premiums)
Do up and cross selling of products.
2. Retain and Maintain clients
Identify new business opportunities
Identify opportunities for cross and up-selling on existing clients
Liaise with insurers or management re premiums and quotations if applicable
Build relationships through regular and proactive caring calls – keeping them abreast of latest products and any news of relevance to them
3. Customer service excellence
Provide a rewarding service experience at all touch points
Ensure that customer queries are attended to and resolved expeditiously
Respond to client’s requirements by providing appropriate risk solutions.
5. Perform Administration
Ensure data integrity on all systems / Policy systems/ Re: Solve / Quotemaster
Do amendments correctly & promptly
General correspondence and e-mails to clients according to company standards
Manage incoming and outgoing e-mails according to set norms and standards.
Responsible for Pro-Active personal lines underwriting.
Adhere to underwriting criteria-FAIS requirements and set company standards
Ensure regular report and feedback to manager
Support to Commercial Account Executive in obtaining quotes, summaries, appointments and other related administration.
Job Type: Full-time
Insurance: 1 year (Preferred)