Insurance Broker - Personal Lines

Placements24; Gqeberha; Híbrido; ZAR 240.000 - 360.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Medical aid

Retirement fund

Professional development opportunities

Descripción de la vacante

Placements24 is recruiting an Insurance Broker for their Port Elizabeth-based agency in the Eastern Cape. The role emphasizes advising individuals and families on personal insurance products including home, auto, and travel insurance, with a focus on needs assessment, sourcing quotes, and building lasting client relationships.

The ideal candidate will have at least 2 years in a similar role, a solid understanding of personal insurance products, and strong communication and negotiation skills.

Formación

• Minimum of 2 years of experience as an Insurance Broker or in a similar sales/advisory role in the insurance industry.
• A thorough understanding of personal insurance products (home, auto, travel, etc.).
• Excellent communication, negotiation, and interpersonal skills.
• Strong sales acumen and a customer-centric approach.
• Proven ability to build rapport and trust with clients.
• Must be able to commute to Port Elizabeth, Eastern Cape as required.

Responsabilidades

• Consult with clients to identify their insurance needs and recommend appropriate personal lines coverage.
• Source and compare insurance quotes from various providers to ensure competitive pricing and optimal coverage.
• Explain policy details, terms, and conditions clearly to clients.
• Assist clients with the application process and ensure all necessary documentation is completed accurately.
• Manage existing client portfolios, ensuring timely renewals and addressing any changes in circumstances.
• Handle client inquiries, claims support, and policy adjustments professionally and efficiently.
• Build and maintain strong relationships with clients and insurance carriers.
• Stay updated on industry trends, new products, and regulatory changes affecting personal insurance.
• Achieve and exceed sales targets and customer satisfaction goals.
• Maintain accurate client records and manage administrative tasks within the agency's systems.

Conocimientos

Communication

Negotiation

Interpersonal skills

Sales focus

Customer-centric

Educación

NQF Level 4/5 in Long-Term/Short-Term Insurance

Herramientas

Insurance brokerage software

MS Office Suite

Descripción del empleo

About the Role

Our client is seeking a dedicated and client-oriented Insurance Broker to join their reputable agency in Port Elizabeth, Eastern Cape . This role involves advising individuals and families on suitable personal insurance products, including home, auto, and travel insurance. The successful candidate will be responsible for understanding client needs, sourcing competitive quotes, and building lasting relationships based on trust and exceptional service. We are looking for a proactive individual with strong communication skills and a comprehensive understanding of the personal insurance market. This position offers a rewarding career path within a supportive environment, contributing to the financial security of individuals and families in the Port Elizabeth area and beyond.

Key Responsibilities

• Consult with clients to identify their insurance needs and recommend appropriate personal lines coverage.
• Source and compare insurance quotes from various providers to ensure competitive pricing and optimal coverage.
• Explain policy details, terms, and conditions clearly to clients.
• Assist clients with the application process and ensure all necessary documentation is completed accurately.
• Manage existing client portfolios, ensuring timely renewals and addressing any changes in circumstances.
• Handle client inquiries, claims support, and policy adjustments professionally and efficiently.
• Build and maintain strong relationships with clients and insurance carriers.
• Stay updated on industry trends, new products, and regulatory changes affecting personal insurance.
• Achieve and exceed sales targets and customer satisfaction goals.
• Maintain accurate client records and manage administrative tasks within the agency's systems.

Requirements

• Minimum of 2 years of experience as an Insurance Broker or in a similar sales/advisory role in the insurance industry.
• A thorough understanding of personal insurance products (home, auto, travel, etc.).
• Excellent communication, negotiation, and interpersonal skills.
• Strong sales acumen and a customer-centric approach.
• Proven ability to build rapport and trust with clients.
• Proficiency in insurance brokerage software and MS Office Suite.
• Relevant insurance certifications or licenses (e.g., NQF Level 4/5 in Long-Term/Short-Term Insurance) are highly preferred.
• Ability to work effectively both independently and as part of a team.
• Good organizational skills and attention to detail.
• Must be able to commute to Port Elizabeth, Eastern Cape as required.

Benefits

• Competitive base salary and attractive commission structure.
• Comprehensive benefits package including medical aid and retirement fund.
• Ongoing training and professional development opportunities.
• Supportive agency environment with experienced mentors.
• Opportunities for career growth within the insurance sector.
• Client base development support.
• Positive work-life balance.