Commercial Insure Adviser | Plettenberg Bay

6 months ago

Plettenberg Bay, South Africa The Recruitment Council Full time

Job description:


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


Responsibilities:


 Gather Policy information
 Compile a summary of information
 Handle new application and quotations
 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:


 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 2-3 years working experience within the Insurance industry
 Good verbal and written communication skills
 Good administration, organisation, and planning skills
 Good multi-tasking and time management skills
 Highly reliable, adaptable, and resilient
 Problem solving
 Attention to detail
 Team player
 Highly client-focused with good interpersonal skills

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