Short Term Insurance Client Services And Retention Consultant

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

A minimum of five years of relevant commercial underwriting experience

Commercial Lines Class of Business

DOFA confirmation from FSB

Cardinal 360 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 R11,000.00 per month

Experience : Sales – 3 years (Required)

Short‑Term Broker – Boksburg

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

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