Commercial Insure Advisor

4 weeks ago


Plettenberg Bay, South Africa CA Financial Appointments Full time

Join my client in the financial services sector, who is seeking a Commercial Insure Advisor to provide assistance to the Advisors. The ideal candidate will have 2-3 years experience in a similar role, and have strong time management skills and able to work well under pressure.

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 Advisor and Clients
  • Manage Administrative Documentation (detailed records)
  • Build and maintain good working relationships
  • Maintain Service Level agreement deadlines
  • Manage policy renewals

Requirements:

  • NQF Level 4 Short Term Insurance qualification or studying toward, and successfully completed the RE 5 Examination (Representatives)
  • Minimum of 2-3 years working experience within the Insurance industry

Please note that if you have not heard from us within 2 weeks of your application, please consider it as unsuccessful for this particular role. Please do though continue to follow us online and apply for suitable opportunities.



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