FINANCIAL ADVISOR SHORT TERM INSURANCE

SUMMARY:
Planning and coordination of account activity, generating sales opportunities and reporting status.

POSITION INFO:

Your NQF 5 Full Short Term Qualification approved by FSCA, 5 Years experience in an Account Manager/Executive or similar role, 8 Years experience in Short Term Insurance together with verbal and written communication, in English and Afrikaans, at all levels will enable you to:

People & Processes:

• Effectively maintaining company standards and providing quality client service:
  • Build and maintain lasting relationships with clients and partners by understanding focus and needs, and anticipating them in advance;
  • Ensure compliance with regulations and procedures as laid down by the Financial Services Conduct Authority (FSCA), by keeping up to date with all changes in the regulatory framework;
  • Oversee and achieve organisational goals while upholding best practices;
  • Support and solve problems for clients by understanding and exceeding their expectations;
  • Participate in brainstorming, office activities, staff meetings, and client meetings, researching and assisting with program development for existing clients and new prospects;
  • Follow up with clients regularly to ensure needs are being met and identify opportunities;
  • Manage the entire sales cycle from receiving the referral/lead to securing a sale;
  • Following up on leads and referrals;
  • Attend to administration and written communication;
  • Present products to prospective clients;
  • Work with underwriters to amend policies where necessary in order to meet client needs;
  • Provide professional after-sales support to enhance the customers’ experience;
  • Negotiate renewals with the client and ensure timeline performance;
  • Respond to complaints and resolve issues;
  • Save all documentation onto the policy management system.
• Service delivery to ensure customer satisfaction:
  • Maintain service, quality, and desired outputs within a specific functional process through ensuring compliance to policies, procedures, and standards;
  • Resolve escalated customer queries and complaints and provide feedback on matters resolved;
  • Develop work routines in line with operational plans/schedules in order to manage the achievement of service delivery goals;
  • Share knowledge on, and participate in the creation of new standards, control systems, and procedures to maintain service delivery.
• Maintain effective people practices:
  • Align own behaviour with organisation culture and values;
  • Share and transfer product, process and systems knowledge to colleagues;
  • Collaborate and work with the Underwriting team to ensure required service levels are delivered.

Compliance:

• Continuous improvement to ensure effective service:
  • Ensure adherence to organizational policies, practices and procedures;
  • Identify and recommend areas / ways to improve processes.