Commercial Insure Advisor(Plettenberg Bay or Limpopo)

3 weeks ago


Plettenberg Bay, South Africa SET Recruitment Consultants Full time

Insure Advisor

Market-related Package

Plettenberg Bay or Limpopo

Role Purpose

The Commercial Insure Adviser will be responsible to provide assistance to the Advisors. The position will focus on personal and commercial lines business.

Responsibilities:

  • Gather Policy information
  • Compile a summary of information
  • Handle new application and quotations
  • Handle and solve client enquiries (all existing business enquiries)
  • Arrange appointments between Insure Adviser and Clients
  • Manage Administrative Documentation (detailed records)
  • Build and maintain good working relations

Qualification and Experience

  • Grade 12
  • Computer literate (MS Outlook, Excel, and Word)
  • Successfully completed the RE 5 Examination (Representatives)
  • NQF Level 4 Short Term Insurance qualification or studying toward
  • A minimum of 2-3 years working experience within the Insurance industry
  • Maintain Service Level agreement deadlines
  • Manage policy renewals


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