• Job Vacancy at Indwe Risk Services

  • Posted on: 13 February, 2018 Deadline: Not Specified
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  • Indwe Risk Services (Pty) Ltd. provides personal, business, and specialist risk and insurance advisory services in South Africa.

    Service Advisor x 2


    Job description
    Minimum Requirement


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

    Sales Consultant

    Min 4 years’ experience within service department (personal lines insurance), including 2 years in a Sales & Claims Environment



    • Computer Literacy
    • Communication
    • Analytical Ability
    • Negotiation
    • Planning and organizing
    • Decision making
    • Selling
    • Listening and assessing
    • Time management
    • Ability to adapt to change


    • 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)

    Personal Attribute

    • Influential
    • Assertiveness
    • Flexibility
    • Interpersonal effectiveness
    • Customer Service orientation
    • Resilience and Tenacity
    • Emotional maturity
    • Proactive
    • Innovative
    • Deadline driven
    • Attention to detail

    Key Performance Outputs

    • Grow portfolio
    • Develop and Implement Pro- Active service plan according to agreed Targets
    • Meet agreed Organic growth target
    • Provide after sales service to ensure/ new business Vest
    • Identify and build relationship with Partners
    • Negotiate with Insurers Re- Premium and Quotations
    • Do Up and cross -selling on existing business
    • Retain and Maintain clients
    • Identify new business opportunities
    • Identify opportunities for cross and up-selling on existing clients
    • Liaise with insurers or management re premiums and quotations if applicable
    • Build relationships through regular and proactive caring calls - keeping them abreast of latest products and any news of relevance to them

    Policy 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
    • Do amendments correctly & promptly
    • Manage incoming and outgoing e-mails according to set norms and standards.
    • Adhere to underwriting criteria-FAIS requirements and set company standards
    • Ensure regular report and feedback to manager

    Claims Administration

    • Receive incoming Faxes, emails and other documentation and respond in the appropriate manner
    • Capture information accurately and timeously on the administration system
    • Ensure regular follow-up of claims
    • Follow-up on outstanding information with clients
    • Create and maintain an effective filing system
    • Ensure that third party claims are sent to Brolink as soon as possible
    • Obtain documentation from Public Authorities eg. Vehicle registration papers/SAPS reports
    • Handling of all claims correspondence
    • Ensure diary entries to ensure that SLA’s are adhered to
    • Ensure claims process is followed in line with SLA’s
    • Ensure adherence to standard operating procedures relating to claims processing
    • Operate within delegated authorities framework to limit exposure
    • Effectively attend to deviations and escalate claims queries and resolve expeditiously

    Customer service excellence

    • Provide a rewarding service experience at all touch points
    • Ensure that customer queries are attended to and resolved expeditiously
    • Respond to client’s requirements by providing appropriate risk solutions.
    • To ensure the provision of a rewarding service experience with each claim handled within the team in line with CSI targets
    • Manage client expectation and advise clients on claims(eg loss of ncb, excesses)
    • Maintain constant feedback and proactive communication with clients
    • Indemnification of clients according to set standards

    Method of Application

    Interested and qualified? Go to Indwe Risk Services career website on www.linkedin.com to apply

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