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Commercial Insure Adviser | Plettenberg Bay
2 weeks ago
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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