Commercial Insure Advisor(Plettenberg Bay or Bloemfontein)
4 weeks ago
Insure Advisor
Market-related Package
Plettenberg Bay or Bloemfontein
Role Purpos
The Commercial Insure Adviser will be responsible to provide assistance to the Advisors. The position will focus on personal and commercial lines business.
Reponsibilities:
- 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 relations
Qualification and Experience
- Grade 12
- 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
- Maintain Service Level agreement deadlines
- Manage policy renewals
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