Insure Adviser Vredenburg

The Adviser is responsible for the selling of short-term commercial insurance products and services to the right

clients.

Responsibilities:

Client face to face meetings if necessary, at the Office

Aggressive selling of short-term products specialising in commercial lines

Handling client queries

Underwriting Management: the daily underwriting process preparing Renewals, Sourcing acceptance terms

Recording details and information on relevant systems

Building and maintaining good working relationships with clients and internal stakeholders

Bridging the gap between the office and insurance companies

Maintaining a good working relationship with insurers

Reporting

Manage client retention.

Understanding policy wording and various products

Relevant work experience in Short term insurance Commercial lines

Quotations for clients

Follow up on lead

Help building a client base

Policy renewals

Advising clients on their short-term insurance needs

Minimum Requirements:

Grade 12/Matric AND NQF Level 4/5 Certificate in Short term insurance (essential)

DOFA confirmation from FSCA (essential)

Regulatory examination RE5 successfully completed (essential)

2 years relevant work experience in Short term insurance Commercial lines (essential)

Fully computer literate (Microsoft Office 365: Word, Excel and Outlook)

Good verbal and written communication skills

Good negotiating skills

Strong sales and marketing experience

Own transport

Competencies Required:

Empathy

Integrity

Resilient

Responsibility

Attention to detail

Ability to operate independently

Good verbal and written communication skills

Good administration skills

Excellent planning and organizing skills

Problem solving and analysis

Time management skills

Good negotiation skills.

Strong work ethic, able to work with high volumes of pressure

Teamwork

Highly client-focused with good interpersonal skills

Resilient with a good level of stress tolerance

Analysing Problems and providing Solutions

Structured Approach