Senior Insurance Services Coordinator

4 days ago


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

We are seeking a highly skilled Senior Insurance Services Coordinator to join our team at CA Financial Appointments. This is an exciting opportunity for a motivated and organized individual to provide top-notch support to our Advisors in the financial services sector.

Job Summary:

  • To gather and compile policy information, ensuring accurate and timely processing of applications and quotations.
  • To handle new business enquiries, resolve client queries, and arrange appointments between Insure Advisors and clients.
  • To manage administrative documentation, maintain detailed records, and build strong working relationships with clients.
  • To ensure seamless policy renewals and maintain Service Level Agreement deadlines.

Requirements:

  • NQF Level 4 Short Term Insurance qualification or currently studying towards it, with successful completion of the RE 5 Examination (Representatives).
  • A minimum of 2-3 years' experience in the insurance industry, with a proven track record of delivering excellent results under pressure.

Estimated Salary: £30,000 - £40,000 per annum, depending on experience.

About Us: At CA Financial Appointments, we pride ourselves on providing exceptional recruitment services to the financial services sector. We are dedicated to helping our clients find the best talent and our team of experts work tirelessly to deliver outstanding results.



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