Junior Insurance Adviser: Build Your Client Portfolio

Psg Konsult; Gauteng; On-site; ZAR 50 000 - 200 000; Full time

Job summary

A leading financial services provider in Gauteng is seeking a Junior Insure Adviser to build a portfolio of clients in short-term personal and commercial insurance products. This commission-based role requires strong communication and negotiation skills, along with a BCom degree. Candidates should have 0-2 years of financial services experience and a commitment to grow their client base. The role involves liaising with underwriting staff and claims clerks to ensure the best service to clients.

Qualifications

• 0–2 years financial services experience, specifically within short-term insurance.
• Own vehicle and driver licence to visit clients.

Responsibilities

• Liaising with Underwriting staff to complete underwriting tasks and queries.
• Liaising with claims clerks to lodge client claims and queries.
• Issuing new policies, renewals, and endorsements.
• Negotiating renewal terms and preparing the renewal documentation.
• Recordkeeping (electronic).
• Provide regular feedback to relevant parties (client / stakeholders).
• Provide administrative support.
• Able to navigate and assist clients on CRM systems.

Skills

Good verbal and written communication skills

Good negotiating skills

Highly client-focused with good interpersonal skills

Resilient with a good level of stress tolerance

Problem solving and analysis

Planning and organising

Strong sales and marketing experience

Commitment to the long term goal of growing their own portfolio and client base

Education

Matric Certificate

BCom Degree in Business Management or Finance

RE 5 Certificate

Job description

A leading financial services provider in Gauteng is seeking a Junior Insure Adviser to build a portfolio of clients in short-term personal and commercial insurance products. This commission-based role requires strong communication and negotiation skills, along with a BCom degree. Candidates should have 0-2 years of financial services experience and a commitment to grow their client base. The role involves liaising with underwriting staff and claims clerks to ensure the best service to clients.