Insurance Policy Consultant

Placements24; LegKraal Gate; Hybrid; ZAR 240,000 - 360,000; Full time

Benefits offered by this job

Competitive salary

Remote work

Medical benefits

Retirement benefits

Professional development opportunities

Supportive remote team culture

Job summary

Placements24 in South Africa seeks a client-focused Insurance Policy Consultant to support customers remotely in the Mahikeng area. You will advise on life, health, and short-term policies and guide clients to the best coverage for their needs.

You will explain options, complete applications, and maintain relationships with regular follow-ups, while thriving on performance-based incentives and comprehensive benefits in a fully remote setup.

Qualifications

• Proven experience in insurance sales, advisory, or client service.
• Comprehensive knowledge of life, health, and short-term policies.
• Excellent listening, verbal, and written communication skills.
• Strong interpersonal abilities with rapport-building talent.
• Ability to work independently and meet targets in a remote setting.
• Industry qualifications or licenses are advantageous.

Responsibilities

• Conduct needs assessments to identify insurance requirements.
• Provide information and recommendations on various policies.
• Explain policy benefits, limitations, exclusions, and pricing.
• Assist clients with policy applications and documentation.
• Build and maintain client relationships through follow-ups.
• Stay informed about new products, trends, and regulatory updates.

Skills

Insurance sales experience

Client relationship building

Excellent communication

Remote work self-motivation

Knowledge of insurance products

Job description

About the Role

Our client is looking for a client-focused and knowledgeable Insurance Policy Consultant to serve their customer base remotely, supporting clients in the Mahikeng area. In this role, you will provide expert advice on a range of insurance products, helping individuals and businesses select the most appropriate coverage to meet their needs. You will guide clients through policy options, explain complex terms, and ensure they make informed decisions regarding their financial protection. This position is ideal for someone with strong communication skills and a passion for helping others secure their future through tailored insurance solutions, all within a flexible remote work setting.

Key Responsibilities

• Conduct needs assessments with prospective and existing clients to identify their insurance requirements.
• Provide detailed information and recommendations on various insurance policies, including life, health, and short-term insurance.
• Explain policy benefits, limitations, exclusions, and pricing structures in a clear and understandable manner.
• Assist clients with policy applications, ensuring all necessary documentation is accurately completed.
• Build and maintain positive client relationships through regular follow-ups and exceptional service.
• Stay informed about new insurance products, industry trends, and regulatory updates.

Requirements

• Proven experience in insurance sales, advisory, or a client service role.
• Comprehensive knowledge of different insurance products and the insurance market.
• Excellent listening, verbal, and written communication skills.
• Strong interpersonal abilities and a talent for building rapport.
• Ability to work independently, manage time effectively, and meet performance targets in a remote environment.
• Relevant industry qualifications or licenses are a strong advantage.

Benefits

• Competitive salary with performance-based incentives.
• Fully remote work arrangement, offering significant flexibility.
• Comprehensive medical and retirement benefits package.
• Continuous training and professional development opportunities.
• A supportive and collaborative remote team culture.