Short Term Insurance Client Services And Retention Consultant

Absa Group; Cape Town; Remote; ZAR 300 000 - 400 000; Full time

Job summary

A leading financial services provider in South Africa is seeking a Virtual Insurance Broker to provide expert advice on personal lines insurance. The role involves servicing clients, reviewing portfolios, and building strong relationships. Candidates should possess at least 2 years of sales experience in personal lines insurance, excellent communication skills, and a self-motivated attitude. This position offers a dynamic work environment with opportunities for growth.

Qualifications

• Minimum of 2 years' experience in short-term personal lines insurance sales.
• Excellent written and verbal communication skills.
• Ability to work independently.

Responsibilities

• Provide solutions for clients' personal lines insurance needs.
• Service customers and review their portfolios.
• Establish relationships with stakeholders.

Skills

Excellent communication skills

Strong time management skills

Computer proficiency in Microsoft Office

Self-motivation

Energetic disposition

Education

FSCA-approved qualification

Regulatory Exam for Representatives (RE5)

Job description

Virtual Insurance Broker

Johannesburg, Gauteng – The Recruitment Council

Posted 11 days ago

Job Description

Category : Insurance

Location : Johannesburg, Pretoria, East Rand, Cape Town, Stellenbosch, Paarl, Durban, Pietermaritzburg, Richards Bay, Port Elizabeth, East London, Mthatha, Bloemfontein, Welkom, Bethlehem, Rustenburg, Mafikeng, Klerksdorp, Polokwane, Thohoyandou, Tzaneen, Nelspruit, Secunda, Witbank, Kimberley, Upington, Springbok

Salary : Market-Related

Our client is looking for a Virtual Advisor to join their team, focusing on providing expert advice and solutions for personal lines insurance.

This is a unique opportunity to build a sustainable client base through a solution‑oriented sales and service approach.

Responsibilities

Providing solutions for clients' personal lines insurance needs.

Servicing customers and regularly reviewing their portfolios to ensure long‑term relationships.

Establishing and maintaining professional relationships with various stakeholders, including clients, bankers, and insurers.

Applying sound practice management, including adherence to all compliance requirements.

Requirements

A minimum of 2 years' experience in short‑term personal lines insurance sales.

To meet the FAIS Fit and Proper Requirements, including having an FSCA-approved qualification and the Regulatory Exam for Representatives (RE5).

Excellent communication skills, both verbal and written, and the ability to work independently.

Strong time management skills and computer proficiency, particularly in Microsoft Office.

To be energetic, self‑motivated, and driven.

Actuarial and Pricing Consultant – InsureTech

Location : Johannesburg or Cape Town – hybrid / flexible work environment

Posted 4 days ago

Job Description

An exciting opportunity exists at a fast‑growing actuarial technology and consulting firm that is disrupting the insurance industry with cutting‑edge, AI‑powered pricing solutions.

Benefits

• Work on innovative, AI‑enhanced pricing models
• Collaborate with some of the best minds in the actuarial and tech space
• Hybrid / flexible work environment based in Johannesburg or Cape Town
• Real impact, rapid growth opportunities, and exposure to cutting‑edge tools

Duties

• Develop and refine pricing models for short‑term (non‑life) insurance products
• Analyze insurance datasets to identify trends and drive pricing improvements
• Contribute to model validation frameworks and ensure regulatory compliance
• Support client implementations and assist with technical presentations and documentation

Education

Nearly or newly qualified Actuary (Actuarial Society of South Africa – ASSA)

Experience

• Experience in short‑term insurance pricing is essential
• Exposure to statistical modelling techniques (GLMs, etc.)

Skills

• Proficient in Python, R, or a similar programming language
• Strong analytical and problem‑solving abilities
• Excellent written and verbal communication skills
• Interest in AI / machine learning in insurance – a strong advantage
• Comfortable working in a fast‑paced, agile environment

Financial Services Long‑Term Insurance Sales – Liberty

Johannesburg, Gauteng – Liberty

Posted today

Job Description

Full‑time, uncapped commission based role.

No experience needed.

Requirements / Qualifications

• Matric (Tertiary education an advantage)
• All compliance qualifications is a must have 2 years sales experience
• Laptop, Drivers License, Own car, Network of clients

Short‑Term Insurance Underwriter – Commercial

Bryanston, Gauteng – HR Genie

Posted 4 days ago

Job Description

Our client, an established company within the financial sector, is seeking to hire a highly skilled and experienced commercial underwriter.

Knowledge

Microsoft Office

Commercial Insurance Products and Financial Services industry

Skills and Attributes

• Analytical and detail‑oriented
• Ability to work independently and as part of a team
• Proactive and diplomatic
• Strong communication skills both written and verbal
• Ability to prioritise tasks
• Logical thinker with a professional demeanour
• Strong work ethic and reliability
• Capacity to handle a pressurised, fast‑paced work environment
• Strong sense of ethics

Formal Education

• Matric
• NQF 5 in Short‑Term Insurance
• Regulatory Exam Level 1

Experience

• A minimum of five years of relevant commercial underwriting experience
• Commercial Lines Class of Business
• DOFA confirmation from FSB
• Cardinal system experience will be an advantage

Duties

• Effectively maintaining commercial underwriting standards and providing quality client service
• Issuing new policies, renewals and endorsements on the CIMS3 System
• Prepare new business quotes
• Underwrite in accordance with standards, policies and procedures
• Support sales team in acquiring and retaining profitable business

Lead Distribution Executive – PPS Short‑Term Insurance

Parktown North, Gauteng – PPS Recruitment

Posted today

Job Description

Lead the development and execution of the distribution strategy for PPS Short‑Term Insurance and drive the achievement of sales targets across all channels.

Minimum Requirements

• Education : Relevant bachelor's degree
• Certified Finance Planner – advantageous
• Meet the fit & proper requirements of FAIS

Experience

• At least 10 years sales management experience in sales and distribution within the financial services / short term or similar environment
• 3 to 5 years' experience in insurance product sales or advice
• Proven track record in people management and leading a sales team
• Proven track record in achieving sales targets

Knowledge and Skills

• Deep understanding of the graduate professional market, wider South African short‑term insurance market and short‑term insurance products
• Expertise in sales capacity planning, production margin, acquisition costs, and their impact on business value
• Working knowledge of Treating Customers Fairly (TCF) and consistency in advice / service delivery
• Proficiency in MS Office, CRM, and short‑term insurance systems
• Strategic vision, agility, confidence, assertiveness, and resourceful problem‑solving

Short‑Term Insurance Sales – Discovery Insure

Sandton, Gauteng – Blue Mercury Financial Services

Posted today

Job Description

Blue Mercury is looking for individuals to close hot leads.

Job Type

Full‑time

Pay

• From R11, per month

Experience

Sales – 3 years (Required)

Short‑Term Broker – Boksburg

3RC

Short‑Term Insurance Broker – 3RC

Posted 11 days ago

Job Description

Build and maintain strong relationships with brokers, financial advisers, and key stakeholders.

Drive new business acquisition while ensuring the retention and growth of existing broker portfolios.

Provide comprehensive support to brokers, including assistance with client claims, policy amendments, general enquiries, and administrative tasks related to personal and commercial short‑term insurance.

Manage the efficient processing of annual policy renewals for short‑term insurance clients.

Keep brokers informed of product updates, regulatory changes, and industry developments.

Ensure full compliance with FAIS, FICA, POPIA, and all other applicable legislation and regulatory requirements.

Serve as the key liaison between the company and brokers, as well as between brokers and their clients, to uphold a high standard of service delivery.

Area Manager – Travel and Short‑Term Insurance

Gauteng / East Rand region – Specialist Business

Posted today

Job Description

Key Responsibilities

Servicing agents and brokers and several key accounts; this will include monthly visits, query and claim management, monitoring, increasing and reporting sales and relationship building.

Training travel agents and brokers in the portfolio on products and systems.

Attending workshops, conferences or any public relations events when required – this may include weekends and / or afterhours functions.

Qualifications & Experience

• RE accreditation
• Previous Experience in short‑term insurance industry
• Valid driver's license and own reliable vehicle
• Computer literate (Intermediate Excel, PP, Word and Outlook)
• Previous work experienced in an unsupervised role – an advantage
• Tertiary education – an advantage
• Sales and marketing experience – an advantage
• Previous experience calling on brokers / in person visits; not negotiable

Core Competencies

• Customer focus – independent contribution
• Drives results – independent contribution
• Collaborates – independent contribution
• Being resilient – independent contribution

Skills

• Excellent interpersonal skills
• Sound relationship building skills

Presentation and negotiation skills

Well‑spoken with excellent presentation and communication skills (telephonically and written)

Attention to detail and ability to analyse

Ability to work independently

Effective time management and discipline