Commercial Insure Support Professional

1 day ago


Plettenberg Bay, Western Cape, South Africa CA Financial Appointments Full time

We are looking for a highly organized and detail-focused Commercial Insure Support Professional to join our team at CA Financial Appointments. As a valued member of our team, you will play a crucial role in supporting our Insure Advisors in the financial services sector.

The estimated salary for this position is £40,000 - £55,000 per annum, based on your level of experience.

Job Responsibilities:

  1. Gather policy information and create comprehensive summaries.
  2. Process new applications and quotations efficiently, ensuring accurate and timely results.
  3. Handle client enquiries and resolve issues in a professional and courteous manner.
  4. Coordinate appointments between Insure Advisors and clients, fostering strong working relationships.
  5. Manage and maintain accurate administrative documentation, adhering to strict deadlines.
  6. Promote high-quality service by meeting Service Level Agreement requirements.
  7. Support policy renewals by reviewing and updating client information as necessary.

Essential Requirements:

  • NQF Level 4 Short Term Insurance qualification or currently studying towards it, with a successful RE 5 Examination (Representatives) completion.
  • A minimum of 2-3 years' experience within the insurance industry.


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