Jobs in Go!

Responsibilities: Collection of information from prospective clientSetting up of and attendance to appointments with the Financial AdvisorRequesting quotations from panel of insurersEnsure rates and quotations are competitive or negotiate lower rates (on instruction from financial advisor)Quotations loaded to CIMSUpdating and save notes on CIMS and Sales RegisterTyping up of comparative quote sheetsIdentify cross-selling/up-selling opportunities not yet identifiedPreparing of files with applicable paperworkPre-populating documentation necessary to issue new businessEnsure all FICA documentation is on fileEnsure detailed minutes of the meeting recorded in writing in order to draft a thoroughClient Advice Record upon return to the officeEnsure that all client instructions are noted for future referenceEnsure that documentation in need of completion and signatures are completed by the client prior to conclusion of the meetingTyping up of new business instructions and renewal notes and changes where applicable and sending this through to the applicable box to be processed by the Underwriting DepartmentObtaining outstanding info, where applicableCleaning up file and ensuring all in order for processing by the Underwriting DepartmentAny and all other tasks assigned by the broker in respect of the clientUpdating CIMS and save notes and all client correspondence on CIMSUpdating the relevant registers (Sales, New Business, Renewals etc.)Managing and taking control of all renewals to ensure renewal deadlines are metInitiate renewal process 3 months in advance and liaise with Underwriter / financial advisorIdentify Risk on all policies and make recommendations to financial advisorAssist Retentions team by sourcing alternative quotations, comparisons of alternative quotations and reviewing the recommendations made to the client, conducting exit interviews where applicableAttending to ad hoc special projects as and when requiredAttending to projects related to upsell further product offeringsAll other reasonable duties that might be assigned from time to time Education/ Experience: Grade 12 qualificationAfrikaans Speaking (Advantageous) but with an excellent command of the English language.RE5 Examination advantageousMinimum of 3 years’ administrative experience in a BrokerageDriver’s License essentialBasic Short Term insurance knowledge essentialShort Term Insurance Qualification / Life Insurance Qualification will be advantageousMinimum of 2 years’ experience dealing with Short Term Insuran https://protool.gumtree.co.za/external-link-browser.html?urlaHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8yNjMzNzM4MDI1P3NvdXJjZT1ndW10cmVl&jid1617821&xid2633738025 Apply Now

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