Commercial Insurance Advisor

2 weeks ago


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

The Commercial Insurance Adviser will provide assistance to Advisors, focusing on personal and commercial lines business.

Key Responsibilities:

  • Gather Policy information
  • Compile a summary of information
  • Handle new applications and quotations
  • Resolve client enquiries (all existing business enquiries)
  • Arrange appointments between Insurers and Clients
  • Manage Administrative Documentation (detailed records)
  • Build and maintain good working relationships

Required Qualifications and Experience:

  • Grade 12
  • Computer literacy (MS Outlook, Excel, and Word)
  • Successfully completed the RE 5 Examination (Representatives)
  • NQF Level 4 Short Term Insurance qualification or studying towards
  • A minimum of 2-3 years' working experience within the Insurance industry
  • Maintain Service Level agreement deadlines
  • Manage policy renewals


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