Insure Adviser: Commercial and Personal Lines

2 weeks ago


Pretoria, South Africa PSG Konsult Full time

The Adviser is responsible for the selling of short-term commercial and personal insurance products and services to the right clients.

**Responsibilities**:
Selling of short-term products specialising in commercial and personal lines

Quotations for clients

Follow up on leads

Building a client base

Advising clients on their short-term insurance needs

Handling of incoming and outgoing calls

Renewal of policies

Building and maintaining good working relationships with clients, product providers, colleagues etc.

On-site meeting with clients

Dealing with service providers

Implement company strategy

**Skill sets required**:
Grade 12

NQF 4 Short-Term Insurance Certificate

RE5 Certificate

3 - 5 years´ short-term insurance experience in commercial and personal lines

DOFA confirmation from FSCA

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

Own transport

**How to apply**:
**Experience**:

- commercial and personal lines insurance: 3 years (required)

License/Certification:

- NQF 4 Short-term insurance certificate (required)
- RE 5 certificate (required)
- DOFA Date (required)

**Location**:

- Pretoria, Gauteng (preferred)



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