Commercial Insurance Adviser | Plettenberg Bay

The Recruitment Council; Plettenberg Bay; On-site; USD 1 000 - 4 000; Full time

Job summary

An established industry player is seeking a skilled Commercial Insurance Adviser to join their dynamic team. This role focuses on providing underwriting assistance and managing client inquiries in both personal and commercial lines of business. The ideal candidate will have a strong background in the insurance sector, excellent communication skills, and the ability to manage multiple tasks efficiently. This position offers the opportunity to work in a collaborative environment, where your contributions will be valued and impactful. If you're looking to take the next step in your career and thrive in a client-focused role, this is the perfect opportunity for you.

Qualifications

• Grade 12 and RE 5 Examination required for this role.
• 2-3 years of insurance industry experience is essential.

Responsibilities

• Gather policy information and compile summaries.
• Handle client inquiries and manage policy renewals.
• Build and maintain good working relationships.

Skills

Grade 12

Computer literacy (MS Outlook, Excel, Word)

RE 5 Examination (Representatives)

NQF Level 4 Short Term Insurance qualification

2-3 years working experience in insurance

Verbal and written communication skills

Administration and organization skills

Multi-tasking and time management skills

Reliability and adaptability

Problem solving

Attention to detail

Team player

Client-focused interpersonal skills

Education

Grade 12

NQF Level 4 Short Term Insurance qualification

Job description

Are you a seasoned Commercial Insurance Adviser seeking the next big opportunity in your career?

Our esteemed client, a leading player in the Financial Services sector, is on the lookout for talented professionals to join their dynamic team. The Commercial Insurance Adviser will be responsible for providing underwriting assistance to the Advisors. The position will focus on personal and commercial lines business.

Responsibilities:

1. Gather policy information.
2. Compile a summary of information.
3. Handle new applications and quotations.
4. Handle and solve client inquiries (all existing business inquiries).
5. Arrange appointments between Insurance Adviser and clients.
6. Manage administrative documentation (detailed records).
7. Build and maintain good working relationships.
8. Maintain service level agreement deadlines.
9. Manage policy renewals.

Skills Required:

1. Grade 12.
2. Computer literate (MS Outlook, Excel, and Word).
3. Successfully completed the RE 5 Examination (Representatives).
4. NQF Level 4 Short Term Insurance qualification or studying toward.
5. A minimum of 2-3 years working experience within the insurance industry.
6. Good verbal and written communication skills.
7. Good administration, organization, and planning skills.
8. Good multi-tasking and time management skills.
9. Highly reliable, adaptable, and resilient.
10. Problem solving.
11. Attention to detail.
12. Team player.
13. Highly client-focused with good interpersonal skills.