assessments for clients, focusing on life insurance, long-term insurance, wealth management, and investment tailored financial advice to meet both immediate and long-term financial goals.
Compliance Monitoring Plans.
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 and up-selling on existing clients Liaise with insurers and /or management regarding premiums and quotations on the system promptly Ensure premium payments processes and debits are discussed and agreed upon with providing appropriate risk solutions. Establish long-term relationships with clients Financial planning
meet our clients' needs. Our needs-matched life insurance is a first in the industry – it's made just for Calls • Identify reporting requirements • Identify process enhancements • Monthly one on ones with team Your • Knowledge of long-term insurance industry • Experience in Individual life insurance product i.e. Life and Operational knowledge of Insurance Industry conservation processes Skills • Strong interpersonal innovative • Relationship Management • Coaching • Process Champion and Customer Champion • Ability to mitigate
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
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
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Claims Handling: Receive and process short-term insurance claims in accordance with company policies
esteemed client as an Insurance Sales Consultant specializing in Short-Term Insurance, and let your career
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ð Dynamic Role: As an Insurance Afrikaans Sales Consultant, you'll be at the forefront
their needs, and delivering customized short-term insurance solutions. It's all about making a real
5
-Fluent in English -Hard Working. The post Insurance Consultant appeared first on freerecruit.co.za .
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