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Advisor: Sales and Service


To submit your application, please email your CV and cover letter to:

To increase Indwe’s market share by selling appropriate risk solutions to new and existing clients within the Advisory Division, and to provide a rewarding service experience and appropriate risk solutions at all touch points.

Individual Lines

About the role

Context (external/internal factors which influence the work environment, taking into account future conditions and strategic requirements):

  • Financial services sector
  • South African regulatory framework of insurance/brokerage industry
  • Competitive environment
  • Customer focus
  • Service excellence
  • Target driven environment

Customers (to whom the service is rendered/impacted upon):

  • External clients
  • Suppliers (insurers)
  • Partnerships
  • Internal customers: Indwe divisions and departments

Number of subordinates: 0
Reporting line (immediate manager): Individual Insurance Manager/Branch Manager

Minimum requirements


  • Matric
  • Level 4 FETC Short-Term Insurance
  • Higher Certificate in Insurance
  • Post-matric qualification is an advantage (BComm Risk/Accounting, BBA)
  • Passed RE Qualification


  • Minimum 7 years short-term insurance experience, with 3 of the 7 years in a commercial account servicing and sales capacity
  • Experience working in a brokerage



  • Computer literacy
  • Communication
  • Analytical ability
  • Negotiation
  • Planning and organising
  • Decision making
  • Selling
  • Listening and assessing
  • Time management
  • Ability to adapt to change


  • Understanding of the insurance and brokerage industry and environment
  • Sound knowledge and understanding of personal lines insurance
  • FAIS requirements of a representative
  • Legal requirements of the insurance industry
  • Technical insurance knowledge (underwriting)

Personal attributes:

  • Influential
  • Assertiveness
  • Flexibility
  • Interpersonal effectiveness
  • Customer service orientation
  • Resilience and tenacity
  • Emotional maturity
  • Proactive
  • Innovative
  • Deadline driven
  • Attention to detail


Key Performance Areas

Key Performance Outputs


  • Develop and implement a proactive sales plan according to agreed targets
  • Meet agreed new business targets
  • Provide after-sales service for new business
  • Identify and build relationships with partners
  • Write quality new business aligned to sales/marketing plan
  • Negotiate with insurers on premiums and quotations
  • Do up- and cross-selling on existing and new business


  • Identify new business opportunities
  • Identify opportunities for cross- and up-selling on existing clients
  • Liaise with insurers and/or management regarding premiums and quotations
  • Build relationships with clients through regular calls and informing them of the latest products


  • Ensure premium payments processes and debits are discussed and agreed upon with clients
  • Ensure data integrity on all policy systems
  • General correspondence and emails to clients according to company standards
  • Responsible for proactive and reactive underwriting
  • Adhere to underwriting criteria; FAIS requirements and set company standards
  • Manage incoming and outgoing emails according to set norms and standards
  • Provide regular reports and feedback to the manager


  • Provide a rewarding service experience at all touch points
  • Ensure that customer queries are attended to and resolved expeditiously
  • Respond to client’s requirements by providing appropriate risk solutions


About Indwe

All Indwe employees are expected to conduct themselves in a manner commensurate with the Indwe values:


Actively seeking continuous Improvement


To care for our clients with Empathy


Proving the best solutions to our customers


To learn, grow and embrace diversity


To take responsibility and use initiative