Commercial Adviser

2 weeks ago


Sandton, South Africa PSG Insure Full time

The Commercial Adviser will be responsible for the Portfolio Management of an allocated portfolio.

**Responsibilities**:

- Manage policy renewals
- Sourcing new business
- Handle and solve client enquiries (all existing business enquiries and potential new clients)
- Arrange appointments with clients (on-site meetings)
- Maintain MyPractice System
- Manage Administrative Documentation (detailed records)
- Build and maintain good working relationships
- Maintain Service Level agreement deadlines
- Ensure FAIS Compliance

**Skill sets required**:

- Grade 12
- Computer literate (MS Outlook, Excel, and Word)
- Successfully completed the RE 5 Examination (Representatives)
- NQF Level 4 Short Term Insurance qualification
- DOFA confirmation from FSCA
- A minimum of 3-5 years working experience as a Commercial adviser
- Good verbal and written communication skills (Afrikaans and English)
- Good administration, organization, 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
- Own Transport/driver’s license



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