Commercial Insurance Advisor
2 weeks ago
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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