Job Title

Non-Life Short-Term Advisor

South Africa, Free State

Market Related

Area: South Africa, Free State

Sector: Financial Services

A financial services advisory group is looking for a full-time Non-Life Short-Term Advisor for their Non-Life Department

DUTIES & RESPONSIBILITIES, NOT LIMITED TO:

Client Liaisons and –Advisory responsibilities:

To provide risk management and short-term insurance advice to a selected portfolio of existing clients
To prospect new clients to grow the insurance portfolio and to achieve contracted targets
To provide appropriate short-term insurance and risk management advice through a client SLA
To provide exceptional service, enhancing the clients’ experience of Origin, with a focus on client retention
To liaise with, and follow the advice and instruction of, the appointed Line Manager in respect of projects, goals, retention and maintenance of clients, in order to drive income-generation and to grow the portfolio
Generate new business by referrals and “cross-selling” for the different entities within the Origin group, i.e. Trust, Wills, Tax and Accounting and Life and Investment
To manage and maintain the selected client portfolio by managing client relations, assisting in claims, renewal of client’s policies and general client queries, within reasonable timelines
Oversee and manage quotations, policy activations and amendments

Internal company- and administrative responsibilities:

To follow company policies and procedures in respect of strategic marketing drives, marketing projects, internal marketing strategies, whilst observing the relevant customer segmentation model
To observe and adhere to company policies, procedures and work-flow processes in respect of operational matters such as: Usage of company-approved documentation, Observing the Company Policy in respect of Advanced Customer Experience
Observe and adhere to administrative guidelines and procedures in respect of administrative- and claims functionality
Observe and adhere to procedures and requirements of compliance
Support the company “house view” model
To aid administrative- and claims teams when required in order to provide exceptional service to clients
To liaise with Line Manager in respect of engaging in training programs relating to product-specific training, class of business training and specific requirements in respect of CPD points as required and to take responsibility for complying with regulatory requirements

Reporting- and feedback responsibilities:

To report to Line Manager on regular appointed times in respect of goal management, renewals, marketing projects and strategic marketing drives
To attend and participate in Advisor Meetings as determined from time to time

REQUIREMENTS

Leadership Team