Commercial Insure Adviser

2 weeks ago


Pretoria, Gauteng, South Africa PSG Konsult Full time

Job description:

The Commercial Insure Adviser will be responsible to provide underwriting assistance to the Advisors. The position will focus on personal and commercial lines business.

Responsibilities:

  • Gather Policy information
  • Compile a summary of information
  • Handle and solve client enquiries (all existing business enquiries)
  • Arrange appointments between Insure Adviser and Clients
  • Manage Administrative Documentation (detailed records)
  • Build and maintain good working relationships
  • Maintain Service Level agreement deadlines
  • Manage policy renewals

Skills sets required:

  • Grade 1
  • Computer literate (MS Outlook, Excel, and Word)
  • Successfully completed the RE 5 Examination (Representatives)
  • NQF Level 4 Short Term Insurance qualification or studying toward
  • A minimum of 23 years working experience within the Insurance industry
  • Good verbal and written communication skills
  • Good administration, organisation, and planning skills
  • Good multitasking and time management skills
  • Highly reliable, adaptable, and resilient
  • Problem solving
  • Attention to detail
  • Team player
  • Highly clientfocused with good interpersonal skills

Experience:

- insurance industry: 2 years (required)

License/Certification:

  • RE 5 Certificate (required)

Ability to Commute:

  • George, Western Cape (required)


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