[ref. b31596116] Rondebosch - Financial advisor short term insurance

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.