Commercial Insure Adviser

7 months ago


Pretoria, South Africa PSG Konsult Full time

**Job description**:
The Commercial Insure Adviser will be responsible to provide underwriting assistance to the Advisors. The position will focus on personal and commercial lines business.

**Responsibilities**:

- Gather Policy information
- Compile a summary of information
- 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**:

- 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
- 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

**Experience**:

- insurance industry: 2 years (required)

License/Certification:

- RE 5 Certificate (required)

Ability to Commute:

- George, Western Cape (required)



  • Pretoria, South Africa PSG Konsult Full time

    The Adviser is responsible for the selling of short-term commercial and personal insurance products and services to the right clients. **Responsibilities**: Selling of short-term products specialising in commercial and personal lines Quotations for clients Follow up on leads Building a client base Advising clients on their short-term insurance...


  • Pretoria, South Africa The Recruitment Council Full time

    Our client is on the hunt for an Insure Adviser who will manage a portfolio of clients, handling both commercial and personal underwriting and ensuring seamless policy management.Key Responsibilities:Conduct face-to-face meetings with clients.Provide regular feedback and address client queries.Underwrite and manage policy renewals.Handle new policy...


  • Pretoria, South Africa PSG Konsult Full time

    **Calling All Finance Graduates!** Ready to launch your career in the financial world? Join our exclusive programme and secure a permanent position at PSG. Over 18 months, you will receive world class training and development, guided by seasoned and established advisers and Regional Managers who are committed to your success. This is your golden...


  • Pretoria, South Africa PSG Konsult Ltd. Full time

    **Designation**: Insure Adviser Assistant (ADP) | Centurion, Gauteng **Category**: Administration and Operations **Job Level**: Skilled technical and academically qualified workers, junior management, supervisors, foremen and superintendents **Posted by**: PSG Financial Services **Posted on**: 06 May 2024 **Reference Number**: POS37757 **Closing...

  • New Business Marketer

    6 months ago


    Pretoria, South Africa PSG Konsult Full time

    **Job description**: The Adviser is responsible for the selling of short-term personal and commercial insurance products and services to the right clients. **Responsibilities**: - Aggressive selling of short-term products specialising in personal and commercial lines - Quotations for clients - Follow up on leads - Advising clients on their short-term...

  • Commercial Underwriter

    6 months ago


    Pretoria, South Africa PSG Konsult Full time

    **Job description**: To provide underwriting assistance to the Advisers. The position will focus on commercial lines and transport business **Responsibilities**: - Client face to face meetings - Liaising and providing feedback to clients of underwriting progress. - Handling client queries - Recording details and information on relevant systems - Building...


  • Pretoria, South Africa SydSen Recruit Full time

    Gauteng, Pretoria East - R20 000 - R25 000 Monthly Cost To Company Commercial Insurance Underwriter and Administrator - Pretoria East Our Insurance Broker client is looking for an Commercial Insurance Underwriter and Administrator to join their offices based in Pretoria East. **Responsibilities**: - Risk assessment & quotation calculations - Quotation...

  • Insurance Specialist

    1 month ago


    Pretoria, Gauteng, South Africa Santam Full time

    Santam, the market leader in the general insurance industry in Southern Africa, seeks a skilled Insurance Specialist to join our Commercial Contact Centre team based in Centurion.This role focuses on providing end-to-end service and support to brokers, including servicing their requests, handling general insurance and policy-specific enquiries, and dealing...


  • Pretoria, Gauteng, South Africa Energy at Work Projects Full time

    Business Development Consultant RoleAt Energy at Work Projects, we are seeking a skilled Business Development Consultant to join our team. As a Business Development Consultant, you will be responsible for advising on motor and household domestic insurance, identifying business opportunities, and writing business in accordance with company targets.Key...


  • Pretoria, South Africa Ikusasa Recruitment Group Full time

    **Job description**: Our client is looking for a financial advisor to sell short term insurances for personal lines and commercial lines And do customer service **Responsibilities**: - Selling of short-term products specialising in commercial and personal lines - Advising clients on their short-term insurance needs - Quotations for clients - Obtaining New...


  • Pretoria, South Africa SydSen Recruit Full time

    Commercial Insurance Office Manager - Pretoria East Our client in the Insurance industry is looking for an Office Manager to manage and oversee branch administration and support to sales. **Responsibilities**: - Manage new business policy administration - Oversee the submission of claims registers - Manage compliance and effectiveness of client service...


  • Pretoria, Gauteng, South Africa Numeral XII (Pty) Ltd. Full time

    Job DescriptionWe are seeking a highly skilled Commercial Insurance Specialist to join our team at Numeral XII (Pty) Ltd. in Lynwood, Pretoria.Key Responsibilities:Meet and exceed targets as determined by the Company, reviewed on an ongoing basis;Source, coach, and develop sales and marketing teams, ensuring cohesiveness within the team;Provide sales support...


  • Pretoria, South Africa OPTIMUM INSURE CONSULTING Full time

    We are seeking a dedicated and detail-oriented **Business Assistant to join our Pretoria team**. The primary purpose of this role is to support our advisers with a variety of administrative tasks, ensuring the smooth operation of our business processes. **Key Requirements**: - Matric/NQF Level 4 Equivalent - 2-5 years relevant industry experience...

  • Insurance Consultant

    7 months ago


    Pretoria, South Africa Sanlam Full time

    **Who are we?** Santam is the market leader in the general insurance industry in Southern Africa. We are a large, diversified, expanding and transforming company and whilst based in South Africa, we are rapidly moving into a number of emerging markets, both in Africa and Asia. Our success is rooted in our passion for our clients and everything we do is...


  • Pretoria, Gauteng, South Africa Sydsen Full time

    **Job Overview:**Sydsen is an established insurance broker based in Pretoria East, seeking a seasoned Commercial Underwriter and Administrator to expand their team.**Estimated Salary:** R700,000 - R900,000 per annumKey Responsibilities:Risk assessment and proposal evaluationPredetermining claim likelihood and policy termsDelivering in-depth information to...


  • Pretoria, South Africa PSG Konsult Full time

    **Job description**: **Responsibilities**: - Gather client policy and investment information - Compile logical summaries of information - Research product information - Assist with preparation of client proposals - Load new/existing business policies - Handle and solve client enquiries - Diary management for new and existing business cases - Diary...

  • Insurance Consultant

    7 months ago


    Pretoria, South Africa Sanlam Full time

    Who are we? Santam is the market leader in the general insurance industry in Southern Africa. We are a large, diversified, expanding and transforming company and whilst based in South Africa, we are rapidly moving into a number of emerging markets, both in Africa and Asia. Our success is rooted in our passion for our clients and everything we do is...


  • Pretoria, Gauteng, South Africa Sydsen Full time

    Company OverviewSydsen is a reputable insurance industry player seeking an experienced Senior Commercial Insurance Underwriter to join their team in Pretoria East. Salary and BenefitsWe offer a competitive salary range of R650,000 - R850,000 per annum, depending on experience, plus a comprehensive benefits package including medical aid, retirement fund, and...

  • Senior Underwriter

    3 weeks ago


    Pretoria, Gauteng, South Africa The Recruitment Council Full time

    We are seeking a highly skilled Senior Underwriter to join our team at The Recruitment Council. In this role, you will be responsible for managing a portfolio of clients, handling both commercial and personal underwriting, and ensuring seamless policy management.Key Responsibilities:Client Management: Conduct face-to-face meetings with clients, provide...


  • Pretoria, South Africa Sydsen Full time

    Our client within the Insurance Industry is looking for a New Business Commercial Lines Insurance Broker to join their team in Pretoria East.Requirements:RE5 Qualification is non negotiable Min 3 years experience within an underwriting role Matric Strong sales skillsComputer proficient Insurance experience Underwriting key performance area Insurance New...