Description:
Job description:
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