Non-Life Short Term Advisor

SUMMARY:
Our client, formed from merging four financial entities, offers comprehensive services under one roof, providing tailored compliance, performance-oriented, and strategic solutions to meet diverse client needs. They seek a Non-Life Short Term Advisor to join their team.

POSITION INFO:
Job Title: Non-Life Short Term Advisor
Location: KZN and/or Bloemfontein
Salary: Market Related
Benefits: Employee recognition initiatives
Vacancy Type: Remote (KZN and/or Bloemfontein)
Closing date: End Sept 2024


Duties and responsibilities:

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.

• 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.

• 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.

• 3-5 Years experience as a Non-Life Short Term Advisor or similar position.
• Knowledge of Workpool and Google Docs
• Industry related Qualification
• Registered as Representative of related FSP
• FAIS legislature requirements, which include, but not limited to: RE1 and RE5
• Responsible for meeting the CPD requirements
• Continue to meet all Fit and Proper requirements as per the latest legislation.
• This role requires frequent business travel.
• Own reliable transport and valid license.