Insure Adviser Vredenburg, Western Cape Permanent

5 days ago

Vredenburg, South Africa PSG Konsult Ltd. Full time

**Designation**:

- Insure Adviser | Vredenburg, Western Cape | Permanent

**Category**:

- Administration and Operations

**Job Level**:

- Semi-skilled and discretionary decision making

**Posted by**:

- PSG Financial Services

**Posted on**:

- 29 May 2025

**Reference Number**:

- POS39688

**Closing date**:

- 06-Jun-2025

**Position Type**:

- Permanent

**Location**:

- Vredenburg Heuningklip Street

**Overview**:
**VACANCY | INSURE ADVISER | VREDENBURG, WESTERN CAPE | PERMANENT**

PSG's commitment to transform and embrace diversity is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce. In achieving our employment equity goals, we give preference to applicants from designated groups, and we encourage people with disabilities to apply.

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

**Responsibilities**:

- Client face to face meetings if necessary, at the Office
- Aggressive selling of short-term products specialising in commercial lines
- Handling client queries
- Underwriting Management: the daily underwriting process preparing Renewals, Sourcing acceptance terms
- Recording details and information on relevant systems
- Building and maintaining good working relationships with clients and internal stakeholders
- Bridging the gap between the office and insurance companies
- Maintaining a good working relationship with insurers
- Reporting
- Manage client retention.
- Understanding policy wording and various products
- Relevant work experience in Short term insurance—commercial lines
- Quotations for clients
- Follow up on lead
- Help building a client base
- Policy renewals
- Advising clients on their short-term insurance needs

**Minimum Requirements**:

- Grade 12/Matric AND NQF Level 4/5 Certificate in Short term insurance (essential)
- DOFA confirmation from FSCA (essential)
- Regulatory examination RE5 successfully completed (essential)
- 2 years relevant work experience in Short term insurance—commercial lines (essential)
- Fully computer literate (Microsoft Office 365: Word, Excel and Outlook)
- Good verbal and written communication skills
- Good negotiating skills
- Strong sales and marketing experience
- Own transport

**Competencies Required**:

- Empathy
- Integrity
- Resilient
- Responsibility
- Attention to detail
- Ability to operate independently
- Good verbal and written communication skills
- Good administration skills
- Excellent planning and organizing skills
- Problem solving and analysis
- Time management skills
- Good negotiation skills.
- Strong work ethic, able to work with high volumes of pressure
- Teamwork
- Highly client-focused with good interpersonal skills
- Resilient with a good level of stress tolerance
- Analysing Problems and providing Solutions
- Structured Approach

**How to Apply**:

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