Insure Adviser | Vredenburg

SUMMARY:
Insure Adviser | Vredenburg

POSITION INFO:

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

 

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