Insurance and Risk Advisor

2 weeks ago


Cape Town, Western Cape, South Africa Ultra Personnel : Pharmaceutical, Insurance, Engineering Full time
Key Responsibilities
  • Analyze and identify life and short-term insurance opportunities within client bases.
  • Prepare comprehensive advice documents, including proposals, comparisons, and quotations.
  • Provide specialist advice on life insurance needs, including estate planning and business assurance.
  • Implement agreed solutions and manage underwriting and onboarding requirements.
  • Maintain and develop client relationships, ensuring excellent customer service.

You will also be responsible for supporting company initiatives to communicate, educate, and engage clients in order to better meet their needs.



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