Insurance Consultant

2 weeks ago


Bellville, South Africa ABC Worldwide Full time

**Short-term Insurance Consultant**

The insurance consultant role is focused on providing an end-to-end service and support to brokers.

**Key Responsibilities**:

- 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;
- 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; and building relationships.

**Qualifications & Experiences**:

- Grade 12 qualifications
- 60 commercial lines FAIS credits
- A relevant insurance related qualification (e.g. NQF lev 5) would be advantageous
- 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
- Financial services experiences (advantageous)
- Clear credit and clear criminal record

**Key Competencies**:

- Knowledge and skills
- Good understanding of Financial Services Industry related legislation and regulation
- Understanding of sales processes and servicing industry
- Fluency in English and one other South African official language
- Commitment to the FAIS Act and meeting Fit & Proper qualification requirements
- Willingness to work overtime

**Job Type**: Contract
Contract length: 6 months

**Salary**: Up to R14,500.00 per month

**Education**:

- High School (matric) (required)

**Experience**:

- Outbound sales: 2 years (required)


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