MultiLead Consulting Services: Insurance Advisor

MultiLead Consulting Services

Introduction

To increase Institution’s market share by selling appropriate risk solutions to new and existing clients within the Advisory Division.  

Duties & Responsibilities

  • Develop and Implement Pro- Active sales plan according to agreed Targets
  • Meet agreed new business targets
  • Provide after sales service to ensure/ new business Vest
  • Identify and build relationship with Partners
  • Write quality new business aligned to sales / marketing plan
  • Negotiate with Insurers Re- Premium and Quotations
  • Do Up and cross -selling on existing and new business

 

  • Load policies, amendments and endorsements on the system promptly
  • Ensure 1st premium payment processes and debits are discussed and agreed with the clients
  • Ensure data integrity on all systems
  • General correspondence and e-mails to clients according to company standards
  • Responsible for Pro-Active underwriting.
  • Responsible for Re-Active underwriting.
  • Adhere to underwriting criteria-FAIS requirements and set company standards

Desired Experience & Qualification

 

  • MATRIC
  • Level 4 FETC Short-Term Insurance Qualification
  • RE: Representatives

 

  • Junior Sales Consultant
  • Min 2 years’ experience within short-term personal lines insurance, including 1 year in a Sales Environment
  • Sales Consultant
  • Min 4 years’ experience within short term personal lines insurance, including 2 years in a Sales Environment
  • Senior Sales Consultant
  • Min 6 years’ experience within a short term personal lines insurance – including 3 years in a Sales Environment
  • Understanding of the insurance and brokerage industry and environment
  • Sound knowledge and understanding of personal lines insurance 
  • FAIS requirements of a representative 
  • Legal requirements of the insurance industry
  • Technical insurance knowledge – (underwriting)

Package & Remuneration

Market Related



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