Short Term Insurance Consultant

2 months ago


George, South Africa Multiform Human Development Full time
Experience
  • The successful incumbent will have at least two (2) years experience as a client portfolio manager / underwriter.

Formal education and qualifications as a minimum requirement
  • Class of Business in Short-term Personal and Commercial Lines.
  • B-Com Degree or a Higher Certificate in Short-term Insurance NQF 5 (minimum 120 credits).
  • Regulatory Exam for representatives (RE5).
Inherent requirements and skills applicable to this vacancy
  • Excellent analytical skills
  • Excellent communication skills
  • Passionate about customer care
  • Ability to work independently
  • Attention to detail
  • Innovative, outgoing and a dynamic persona
Responsibilities
  • Marketing of Short-Term Insurance products personal and commercial line insurance.
  • Building and maintaining business relationships with clients.
  • Analyse markets, service providers and products to meet set targets.
  • Focus to add new clients on the portfolio.
  • Discussing and assessing clients current and future short-term insurance needs.
  • Researching insurance policies and products and stay informed with change strategies from service providers.
  • Negotiating policy terms and costs with insurance providers.
  • Arranging insurance cover for clients with the insurance provider.
  • Keeping detailed records on the relevant systems.
  • Preparing management reports.
  • Advising clients on claims.
  • Renewing or amending existing policies for clients.
  • Undertaking general administrative duties.
  • Marketing ventures to reach minimum goals.
  • All new and existing clients must be aware of the complete Financial Service that the Company renders.
  • Maintain constant portfolio growth through the recruitment of new clients.
  • Give guidance to Administrators with regard to work procedures.

Shortlisted candidates will be expected to undergo psychometric testing and background screening .


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