Commercial Insurance Advisor

3 weeks ago


Plettenberg Bay, Western Cape, South Africa The Recruitment Council Full time
Job Title: Commercial Insure Adviser

Job Summary:

The Commercial Insure Adviser will provide assistance to our team of advisors, focusing on personal and commercial lines business. This role requires a strong understanding of insurance products and excellent communication skills.

Key Responsibilities:

  • Gather policy information and compile a summary of details.
  • Handle new applications and quotations, as well as client enquiries.
  • Arrange appointments between Insure Advisers and clients.
  • Manage administrative documentation and maintain detailed records.
  • Build and maintain good working relationships with clients and colleagues.
  • Maintain service level agreement deadlines and manage policy renewals.

Requirements:

  • Computer literate with proficiency in MS Outlook, Excel, and Word.
  • Successfully completed the RE 5 Examination (Representatives) and hold a NQF Level 4 Short Term Insurance qualification or be studying towards it.
  • A minimum of 2-3 years working experience within the Insurance industry.
  • Good verbal and written communication skills, as well as administration, organisation, and planning skills.
  • Ability to multitask and manage time effectively, with a high level of reliability, adaptability, and resilience.
  • Problem-solving skills and attention to detail.
  • A team player with good interpersonal skills and a client-focused approach.

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