Insurance Professional

3 weeks ago


Plettenberg Bay, Western Cape, South Africa Set Consulting Full time

The Commercial Insurance Adviser will be responsible for providing assistance to the Advisors at Set Consulting.

This role will focus on personal and commercial lines business, ensuring a comprehensive understanding of client needs.

Key Responsibilities:

  • Gather Policy information to ensure accurate quotes and policy issuance.
  • Compile a summary of information to facilitate efficient decision-making.
  • Handle new applications and quotations, ensuring timely processing and follow-up.
  • Respond to client inquiries, addressing all existing business-related concerns.
  • Arrange appointments between Insure Advisers and Clients to foster strong relationships.
  • Manage Administrative Documentation, maintaining detailed records for seamless operations.
  • Build and maintain good working relationships with clients and colleagues.

Requirements:

  • Grade 12 qualification as a minimum.
  • Proficiency in MS Outlook, Excel, and Word.
  • Successful completion of the RE 5 Examination (Representatives).
  • NQF Level 4 Short Term Insurance qualification or studying towards it.
  • A minimum of 2-3 years of working experience within the Insurance industry.
  • Ability to maintain Service Level agreement deadlines and manage policy renewals efficiently.


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