Insurance Specialist

1 month ago


Johannesburg, Gauteng, South Africa Energy At Work Full time

Energy At Work is a dynamic and customer-focused organization seeking an experienced Insurance Specialist to join their Wealth Insure Team. As a Short-Term Insurance Adviser, you will work with high-net-worth clients to provide solution-oriented advice on their Personal Lines insurance needs.

About the Role

You will be responsible for building lasting relationships by regularly reviewing client portfolios and delivering exceptional service. This role requires strong communication and administration skills, as well as expertise in tailor-made insurance solutions for the wealth market.

Key Responsibilities
  • Work with clients to provide solution-oriented advice on their Personal Lines insurance needs.
  • Build lasting relationships with clients through regular portfolio reviews and exceptional service delivery.
  • Stay up-to-date with Continuous Professional Development requirements and maintain a commitment to honesty, integrity, and good standing.
Requirements
  • Fais-compliant Short-Term Insurance NQF 5 and RE5 certification (RE1 an advantage).
  • At least 5 years of experience in a relevant role, with a proven track record serving high-net-worth clients.
  • Expertise in tailor-made insurance solutions for the wealth market.
  • Strong communication and administration skills.
  • Fluent in English and Afrikaans.
What We Offer

We offer a competitive salary, estimated at R600,000 per annum, depending on experience. In addition, we provide opportunities for professional growth and development, as well as a supportive and results-driven team environment.



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