Garth Riches

Client servicing - Short-Term and Long-Term Insurance.

General enquiries, amendments and servicing of Personal lines policies, including the issuance of Border Letters and Confirmation of cover letters to dealers.

Registering of H.O.C. claims and appointing of Service Providers,

General enquiries, amendments and servicing of Life, Credit life and Funeral Policies.

Adhering to Underwriting criteria and regional requirements.

Nedbank Top Achiever Nomination - 2022

Concluding Sales and Underwriting.

Upselling Multi-Standard Bank financial products (Short Term and Long Term Insurance, Shortfall cover, Personal Accident and Value Added products to existing clients, having them import their whole financial profile to Standard Bank.

Sales Consultant - Long Term & Short Term

Concluding new sales telephonically.

Underwriting of New Business including both Life- and Short Term Insurance.

Meeting all KPI's as laid down by Miway for Sales Consultants.

Completing weekly reports that reflect leads, quotes and sales as well as the

source of the leads, average and gross written premium.

Retention Specialist - Short Term Insurance on Household, Vehicle and Building.

Retaining clients on benefits, reviewing clients profiles and offering clients

alternative products based on needs analyses.

Determining Loss Ratios.

Cancellation of policies.

Assisting Brokers and Clients with Underwriting of New Business Sales, General Enquiries and

accepting Risks/ Policies.

Adhering to Underwriting criteria and regional requirements, as well as profiling

clients as to the best products suitable.

Overseeing general policy administration which includes the Issuance,

Underwriting, Amendments and generating new Business.

Mercedes-Benz Financial Services - 2nd Phase Underwriting.

Assisting F&I's with Insurance Underwriting on new business and assisting with

existing portfolios.

Work with existing MBFS network, Quoting & Upselling clients directly.

Build, establish and maintain relationships with Dealers and F&I's.

Concluding Home and Car insurance sales telephonically.

Weekly reporting on leads, quotes, sales and other pertinent information.

Meet continuing professional development objectives as required by the industry.

Maintaining thee appropriate skills and knowledge in order to provide specialist, professional independent financial advice in all relevant business areas.