Insurance Industry Expert Seeking Assistant Role

2 days ago


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

CA Financial Appointments is seeking a Commercial Insure Advisor to provide valuable support to our team in the financial services sector.

About the Company:

We are a reputable recruitment agency specializing in placing candidates in top-tier positions within the insurance industry.

Job Description:

The successful candidate will be responsible for assisting our advisors with policy information, compiling summaries, handling new applications and quotations, resolving client inquiries, and arranging appointments between advisors and clients.

Key Responsibilities:

  • Gather and maintain accurate policy information
  • Compile detailed summaries of client requirements
  • Handle new applications and quotations in a timely manner
  • Solve client inquiries and resolve any existing business issues
  • Arrange appointments between advisors and clients
  • Manage administrative documentation and maintain detailed records
  • Maintain strong working relationships with clients and colleagues
  • Meet Service Level agreement deadlines
  • Manage policy renewals efficiently

Requirements:

To be considered for this role, applicants must possess:

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

Salary: The estimated salary for this position is £40,000 - £60,000 per annum, depending on qualifications and experience.

Benefits: As an employee of CA Financial Appointments, you will have access to ongoing training and professional development opportunities, as well as a dynamic and supportive work environment.



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