Insurance Advisor - Johannesburg, South Africa - Unique Personnel
Description
Job Number
- 68525
Job Type
- Permanent
Job Title
- Insurance Advisor
Computer Skills
- Ms Office
Industry
- Insurance
City
- Johannesburg
Province
- Gauteng
- Receive and process all cancellations received. This could be in the form of either cancellations confirmed (policies already cancelled by the insurer) or cancellations requests (policies which are active, and the client has the intention of cancelling).
- Meet daily minimum targets
- Action/attempt to action all assigned clients on a daily basis.
- To contact and attempt to retain clients by relationship building to minimize any future cancellations.
- Analyze customer feedback and provide any trends to the Retention' Manager, thus allowing for new techniques to be developed to ensure retention.
- Provide excellent customer services to ensure customer satisfaction.
- When communicating with clients, ensure that the client is aware of the importance of insurance and is able to make an informed decision regarding their cover.
- Explain to customers about new products and benefits, ensure all knowledge of products is up to date.
- Perform customer negotiations and reach a fair conclusion.
- Ensure that all clients details are correct (banking details, personal information and risk items), if the client is retained.
- Cancel policies with Insurance Companies, if not retained.
- Ensure that all admin is completed daily, to ensure System correlated with the Insurance Companies' System.
- Ensure all quotes have been performed correctly.
- At all times, update Cura with all details pertaining to last conversation with client.
- ILD Tests attend training and pass tests on a monthly basis.
Inherent Requirements - Matric
What Qualification
- Grade 12
Minimum Qualification
- Matric
Status
- Available
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