JOB PURPOSE
To increase Indwe’s market share by selling appropriate risk solutions to new and existing clients within the Advisory Division.
KEY PERFORMANCE AREAS
GROW PORTFOLIO
- 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
PERFORM ADMINISTRATION
- 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