clients, focusing on life insurance, long-term insurance, wealth management, and investment planning.
solutions that cover all your personal and business insurance and financial needs. Indwe Risk Services is always aligned to sales / marketing plan Negotiate with Insurers re- premium and quotations Do Up and cross-selling up-selling on existing clients Liaise with insurers and /or management regarding premiums and quotations Build e-mails to clients according to company standards Manage incoming and outgoing e-mails according to set standards. Provide regular reports and feedback to the manager 4.Customer service excellence Provide a rewarding
meet our clients' needs. Our needs-matched life insurance is a first in the industry – it's made just for team, the primary focus of your role will include managing the Conservation Team within our Sales and Distribution • Knowledge of long-term insurance industry • Experience in Individual life insurance product i.e. Life • Sound Business and Operational knowledge of Insurance Industry conservation processes Skills • Strong ownership • Pro-active and innovative • Relationship Management • Coaching • Process Champion and Customer Champion
personalized long term insurance solutions, to help clients work toward their long-term financial goals financial matters and provide recommendations on long term insurance products Promote business to increase customer certifications Strong understanding of the long term insurance space Excellent sales skills Must have current
Short Term Qualification approved by FSCA, 5 Years experience in an Account Manager/Executive role, 8 Years experience in Short Term Insurance together with verbal and written communication are being met and identify opportunities;
suitably qualified and experienced SHORT-TERM INSURANCE ADMINISTRATOR for a well-established license / own reliable vehicle.
Relevant insurance qualification/s an added advantage.
Strong
3yrs+ previous working experience in the short-term insurance industry.
Peron will be required to provide working experience in domestic and commercial insurance administration.
Preference will
Renewals accurately and fairly finalising renewal terms on both commercial and domestic policies.
Comparative
the role: The primary objective of the Short-Term Insurance Administrator is to provide essential assistance crucial part in the smooth functioning of the insurance operations, contributing to efficient customer />Duties/Responsibilities: Underwriting Assistance: Review insurance applications and supporting documents for accuracy completeness. Assist in assessing risks associated with insurance applications. Liaise with underwriters to clarify />Claims Handling: Receive and process short-term insurance claims in accordance with company policies
receipt of the claim and all administration of Short-Term Claims allocated. To provide service excellence to serve as the link between the client and the insurer. Provide meaningful input to facilitate the finalization working with short-term Insurance claims – non negotiable
processing, and negotiating insurance claims. They will work with policyholders, insurance companies, and other
resolution of claims.
in accordance with targets laid down by Momentum Insure. Business Development Consultants advise primarily primarily on motor and household domestic insurance.
Responsibilities and work outputs