Short-Term Insurance Advisor

2 months ago


louis trichardt Limpopo, South Africa The Recruitment Council Full time

The company is seeking a motivated and skilled Adviser to join their team in Louis Trichardt, Limpopo. This mid-level position focuses on selling short-term commercial and personal insurance products and services to clients. The successful candidate will be responsible for aggressively marketing and selling these products while providing exceptional customer service.

Responsibilities:

  • Actively sell short-term insurance products, specializing in both commercial and personal lines.
  • Generate and provide quotations to clients based on their specific needs.
  • Follow up on leads to convert them into clients.
  • Build and maintain a robust client base through effective relationship management.
  • Advise clients on their short-term insurance needs, ensuring they are well-informed.
  • Handle incoming and outgoing calls professionally and efficiently.
  • Manage the renewal of insurance policies, ensuring timely processing.
  • Conduct on-site meetings with clients to discuss their insurance requirements.
  • Collaborate with service providers and implement company strategies effectively.

Minimum Requirements:

  • Grade 12 qualification.
  • NQF 4 Short-Term Insurance Certificate.
  • RE5 Certificate.
  • 3-5 years of experience in short-term insurance, specifically in commercial and personal lines.
  • DOFA confirmation from the FSCA.
  • Proficiency in MS Office.

Skill Sets Required:

  • Excellent verbal and written communication skills.
  • Strong negotiation abilities.
  • Highly client-focused with excellent interpersonal skills.
  • Resilience and the ability to manage stress effectively.
  • Problem-solving and analytical skills.
  • Planning and organizational capabilities.
  • Proven sales and marketing experience.
  • Own transport is essential for client meetings.
Why This Role?

This is a fantastic opportunity for an ambitious individual to excel in the insurance industry while contributing to the growth of the company in a vibrant community. The role offers a chance to build meaningful client relationships and achieve personal and professional growth within a supportive environment.



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