Junior Insure Adviser

4 days ago

Centurion, South Africa PSG Konsult Full time

**Responsibilities**:

- Liaising with Underwriting staff to complete underwriting tasks and queries
- Liaising with claims clerks to lodge client claims and queries
- Prepare new business
- Issuing new policies, renewals, and endorsements
- Negotiating renewal terms and preparing the renewal documentation
- Recordkeeping (electronic)
- Provide regular feedback to relevant parties (client/stakeholders)
- Obtaining the correct information from clients, recording details and information accurately on the relevant systems
- Provide administrative support
- Able to navigate and assist clients on CRM systems

**Minimum requirements**:

- Matric Certificate
- BCom Degree in Business Management or BCom Degree in Finance
- RE 5 Certificate (Advantageous)
- 0 - 2 financial services experience, specifically within short-term insurance
- Own vehicle and drivers licence to visit clients

**Skillset Required**:

- Good verbal and written communication skills
- Good negotiating skills
- Highly client-focused with good interpersonal skills
- Resilient with a good level of stress tolerance
- Problem solving and analysis
- Planning and organising
- Strong sales and marketing experience
- Commitment to the long term goal of growing their own portfolio and client base

**How to apply**:
Application Question(s):

- Are you willing to work for commission only?

**Education**:

- Bachelors (required)

**Experience**:

- short-term insurance: 1 year (preferred)

License/Certification:

- RE 5 Certificate (preferred)
- drivers license and vehicle for travelling (required)

Work Location: In person

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