Insurance Consultant Cape Town
6 days ago
Our client is recruiting for an Insurance Consultant and your role is focused on providing an end-to-end service and support to brokers.
**Responsibilities**:
- Servicing broker requests, including enquiries.
- Dealing with general insurance and policy specific enquiries;
- Dealing with issuance of new policies / policy maintenance / renewal / agri aspects of policies;
- Assisting to resolve all insurance queries within required timeframe and compliance requirements;
- Undertaking client follow-ups when policies are cancelled to ascertain the reasons and attempt to retain the policy onto books;
- Undertaking to adjust premiums in line with new asset values;
- Managing client expectation on expected turnaround times for submitted requests;
- Adhering to underwriting criteria and regional requirements;
- Assist with profiling the client with the best suitable product and underwriting criteria;
- Advising brokers to ensure that we meet with clients’ needs in terms of the correct cover and product;
- Assisting in implementing solutions for improvement;
- Standing in for Consultants should they be absent or on leave during busy periods or absence of key resources, assisting where required.
Qualifications:
- Matric/ Grade 12
- 60 commercial lines FAIS credits
- A relevant insurance related qualification (e.g. NQF lev 5)
**Experience**:
- Proven work experience in commercial, agriculture policy administration and underwriting within the short-term insurance industry
- Minimum of 3 years’ experience in short term insurance commercial lines and/or Agri assets
Knowledge and Skills:
- Excellent verbal and written communication skills
- Excellent interpersonal skills, collaborating with internal colleagues and external stakeholders/clients
- Ensure adherence to quality, compliance and accreditation standards
- Conduct efficient administration
- Optimising work processes
Personal Attributes:
- Customer Service
- Team Support
- Communicates effectively
- Situational Adaptability
- Action Oriented
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