Personal Insurance Advisor
7 days ago
Following up for clients to ensure changes and queries have been dealt with timeously.
- Managing general queries from clients in a manner which simplifies the client’s efforts.
- Responsible for making required amendments.
- Requesting refunds where necessary.
- Uploading policies on CURA.
- Forwarding any policy documents pertaining to the client.
- Notifying clients of premium increases.
- Contacting clients in order to arrange re-debits.
- Assist with admin fees and banking details if necessary.
- Manage outstanding requirements in order to ensure customer compliance.
- ROA (record of advice) - ensures that the ROA has been updated as per the clients. request following any communication with a client.
- Performing other tasks and duties as required.
- Upselling current portfolios to meet SPV targets.
**Salary**: R5,500.00 per month
Ability to commute/relocate:
- Bedfordview, Gauteng: Reliably commute or planning to relocate before starting work (preferred)
-
Personal Insurance Advisor
2 weeks ago
Bedfordview, South Africa Bsure Insurance advisors Full timeBSURE INSURANCE ADVISORS ARE LOOKING FOR YOU. Personal Insurance advisors are responsible for managing calls from existing clients, making required amendments to client’s policies, and is responsible for the upselling of existing clients polices. - Following up for clients to ensure changes and queries have been dealt with timeously. - Managing general...
-
Business Insurance Advisor
2 weeks ago
Bedfordview, South Africa Bsure Insurance advisors Full timeBsure Insurance Advisors is HIRING!!! **Salary**: R5,000.00 - R8,000.00 per month Ability to commute/relocate: - Bedfordview, Gauteng: Reliably commute or planning to relocate before starting work (required)
-
Insurance Advisor
2 days ago
Bedfordview, South Africa Bsure Insurance advisors Full timeReceive and process all cancellations received. This could be in the form of either cancelations confirmed (policies already cancelled by the insurer) or cancellations requests (policies which are active, and the client has the intention of cancelling). - Meet daily minimum targets - Action/attempt to action all assigned clients on a daily basis. - To...
-
Personal Insurance Advisor
9 hours ago
Bedfordview, South Africa Bsure Insurance advisors Full timeClient care is responsible for managing calls from existing clients, making required amendments to client’s policies, and is responsible for the upselling of existing clients polices. - Following up for clients to ensure changes and queries have been dealt with timeously. - Managing general queries from clients in a manner which simplifies the client’s...
-
Insurance Advisor
4 months ago
Bedfordview, South Africa Bsure Group Holdings Full timeJoin our dynamic team as an Insurance Advisor! Help people protect their dreams and secure their futures! Work with a supportive team that's passionate about making a difference! Enjoy unlimited growth opportunities and recognition for your achievements! Pay: R5 000,00 - R8 000,00 per month **Education**: - High School (matric)...
-
Partner Advisor
7 days ago
Bedfordview, South Africa Bsure Insurance advisors Full timeBsure Insurance Advisors is looking for young individuals who are money hungry. We are looking for individuals who are willing to learn and grow, therefore creating an extraordinary future for themselves. - Attaining New Dealers - Maintaining Relationships with Dealers - Quoting Clients - Sales **Salary**: R8,000.00 per month Ability to...
-
Personal Lines Sales Consultant
7 days ago
Bedfordview, South Africa ALJ Insurance Brokers Full timeALJ Insurance Brokers (ALJ) is in search of sales consultants experienced in personal lines insurance. **Key Responsibilities**: Generate new sales leads by making use of social media, marketing car dealers, and gaining referrals. Have extensive product knowledge of the type of short-term insurance packages available (car, household), in order to evaluate...
-
Short-term Personal Lines Sales Representative
9 hours ago
Bedfordview, South Africa ALJ Insurance Brokers Full timeALJ Insurance Brokers (ALJ) is in search of sales consultants experienced in personal lines insurance. **Key Responsibilities**: Market and obtain your own leads and acquire new clients. Have extensive product knowledge of the type of short-term insurance packages available (car, household), in order to evaluate a potential client’s interests and to...
-
Insure Adviser Assistant
5 months ago
Bedfordview, South Africa Western National Insurance Group Full time**Job description**: To provide assistance to the Advisers. The position will focus on personal and commercial lines business. **Responsibilities**: - Liaising with clients - Preparing quotations for new and existing clients - Issuing new policies, renewals and endorsements - Building and maintaining good working relationships with clients and internal...
-
Partner Advisor
2 weeks ago
Bedfordview, South Africa Bsure Insurance advisors Full timeTo contact dealers and ensure relationship building to increase the number of leads received and ultimately sales made. - Meeting minimum daily call targets. - Adding new dealers to dealer book. - Adding new dealers on CURA. - Gathering information from clients in order to provide them with insurance quotes. - Explain to customers about new products and...
-
Partner Advisor
7 days ago
Bedfordview, South Africa Bsure Insurance advisors Full timeo contact dealers and ensure relationship building to increase the number of leads received and ultimately sales made. - Meeting minimum daily call targets. - Adding new dealers to dealer book. - Adding new dealers on CURA. WhatsApp. - Gathering information from clients in order to provide them with insurance quotes. - Explain to customers about new...
-
Personal Lines Underwriter
9 hours ago
Bedfordview, South Africa CFS Recruitment Full timeYou will evaluate the risk of insuring a particular person / asset / building. You are responsible for accepting liability and setting the appropriate premium pricing for the insurance policy. - Matric - RE 5 - FETC In Short Term Insurance NQF 4 - 1+ Years working experience in Short Term Insurance in Personal Lines Underwriting - MS Office - Endorsements -...
-
Insurance Administrator
4 months ago
Bedfordview, South Africa Solver Full time**Step 1** ST Insure Administrator controls and administers all claims for Solver’s clients. **Step 2** When the Portfolio Manager or Portfolio Administrator receives a phone call regarding a claim, once they are finished speaking to that person, they must immediately transfer the call to ST Insure Administrator to speak to the claimant to begin the...
-
Insurance Administrator
7 months ago
Bedfordview, South Africa Solver Full time**Step 1** ST Insure Administrator controls and administers all claims for Solver’s clients. **Step 2** When the Portfolio Manager or Portfolio Administrator receives a phone call regarding a claim, once they are finished speaking to that person, they must immediately transfer the call to ST Insure Administrator to speak to the claimant to begin the...
-
Underwriter: Commercial and Personal Lines
7 months ago
Bedfordview, South Africa PSG Konsult Full time**Job description**: To provide underwriting assistance to the Advisers. The position will focus on commercial and personal Lines. **Responsibilities**: - Client face to face meetings if necessary at the Office - Liaising and providing feedback to clients of underwriting progress. - Handling client queries - Underwriting Management: the daily underwritings...
-
Claims Administrator
7 months ago
Bedfordview, South Africa RBS Insurance Brokers Full time**Role Purpose** As a Claims Administrator in our dynamic insurance team, you will play a crucial role in upholding our reputation for excellent service. At RBS Insurance Brokers, we value integrity, efficiency, and collaboration. Your work will directly impact our clients' satisfaction and our operational success. Financial: - Ensure appropriate...
-
Financial Advisor: Life and Investments
9 hours ago
Bedfordview, South Africa Quantum Recruitment Pty Ltd Full timeOur client is searching for Financial Advisor's for their Life and Investments portfolio. The incumbents of these newly created positions will be responsible for growing and developing the long term insurance and investments portfolio. **Build your own Long term insurance and investment portfolio by**: - Being able to prospect for new clients through...
-
Insurance Claims Manager
2 weeks ago
Bedfordview, South Africa Yazoo Recruitment Specialists Full timeClaims Manager with at least 8 years’ experience in Personal Lines, Commercial and Corporate Claims and minimum 5 years’ managerial experience within the short term insurance claims environment, required to manage the claims department by providing superior claims service and build relationships with service providers. Position based in...
-
Personal Lines Underwriter
7 months ago
Bedfordview, South Africa Yazoo Recruitment Specialists Full timePersonal Lines Underwriter with minimum 3 years’ experience in an Insurer environment, required for a national Brokerage based in Bedfordview. Minimum requirements: - Grade 12 essential - FAIS and RE certification essential - Minimum 3 years’ PL underwriting experience essential - CIMS exp highly advantageous - Experience in an Insurer environment...
-
Service Advisor
7 months ago
Bedfordview, South Africa Motus Corporation Full timeCoordinating workflow in the service department, between service advisors, foreman and customers - Updating service customers on all service bookings and progress timeously - Communicate with all Service Staff - Ensure workshop opening and closing daily and timeously - Ensure the security of vehicles, i.e. vehicles locked in workshops and keys locked in a...