Short Term Insurance Consultant

2 days ago


Somerset West, South Africa Trulogic Financial Services Full time

A position has become available for a short term insurance consultant at Trulogic Financial Services, an independent FSP in Somerset West.

This role includes providing private and commercial lines with a personalised service, innovative solutions and competent advice.

The main duty for a successful applicant will be to maintain the book of business and build strong personal and professional relationships with clients.

**Responsibilities**:

- New business, amendments, renewals, cancellations and claims.
- Obtain comparative quotations.
- Provide proactive advice to clients and advisors.
- Assist with client queries and provide solutions.
- Assist management and marketing agents with ad hoc projects.
- Internal data capturing.

**Qualifications**:

- Minimum requirement: Grade 12.
- Minimum 1 years experience in Short-Term Insurance and Financial Services.

Advantageous additional qualifications:

- Relevant regulatory qualification (RE and COB)

Position is available immediately.

**Job Types**: Full-time, Permanent

Pay: R13 000,00 - R15 000,00 per month

Ability to commute/relocate:

- Somerset West, Western Cape: Reliably commute or planning to relocate before starting work (required)

Work Location: In person



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