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Insurance Advisor (New Business)

Purpose of the role:

To increase the organization's market share by selling appropriate risk solution to new & exisiting client within the Advisory Division

Key Performance Areas:

  • Develop and Implement a Pro-Active sales plan according to agreed Targets
  • Meet agreed on new business targets
  • Provide after-sales service to ensure/ new business Vest
  • Identify and build a relationship with Partners
  • Write quality new business aligned to sales/marketing plan
  • Negotiate with Insurers Re- Premium and Quotations
  • Do Up and cross-selling on existing and new business
  • 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


  • Min 6 years’ experience within a short term personal lines insurance – including 3 years in a Sales Environment
  • Level 4 FETC Short-Term Insurance Qualification
  • RE: Representatives

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