Senior Insure Adviser | Sandton
About the Opportunity
A leading and established Financial Services provider is seeking a highly skilled and experienced Senior Insure Adviser to join their dynamic team in Wolwespruit, Gauteng. This is a Full-Time position tailored for a seasoned professional looking to manage an established client base and drive growth.
Our client values diversity and is deeply committed to creating an inclusive workforce with employment equity as a key driver. Preference will be given to applicants from designated groups, and individuals living with disabilities are highly encouraged to apply.
Key Responsibilities
In this role, you will be responsible for the portfolio management of an allocated client base and tasked with generating new business for the branch. Your duties will include:
Client Engagement: Conducting face-to-face and on-site meetings, handling ongoing client queries, and providing consistent feedback.
Portfolio & Underwriting Management: Managing client renewals, handling new applications, delivering accurate quotations, and driving client retention.
Compliance & Administration: Ensuring strict FAIS compliance, maintaining the MyPractice system, and managing detailed administrative records across all relevant systems.
Stakeholder Relations: Bridging the gap between the branch office and insurance companies while building strong working relationships with insurers and internal stakeholders.
Operations: Successfully meeting service level agreement (SLA) deadlines and managing comprehensive business reporting.
Minimum Requirements
To be considered for this senior-level role, you must meet the following criteria:
Experience: A minimum of 7 to 10 years of relevant work experience specifically as an Insure Adviser.
Qualifications: Completed NQF Level 4 or 5 qualification in Short Term Insurance.
Regulatory Compliance: Successfully completed Regulatory Examination (RE5) for Representatives.
FSCA Requirements: Valid DOFA confirmation from the FSCA alongside fit and proper product-specific training.
Systems: Fully computer literate with strong proficiency in Microsoft Office 365 (Word, Excel, and Outlook).
Knowledge: A comprehensive understanding of policy wordings and various short-term insurance products.
Required Skillset
Strong verbal and written communication, interpersonal, and negotiation skills.
Outstanding administrative, planning, time management, and organizational skills.
Proven problem-solving capabilities, analytical skills, and high attention to detail.
High level of empathy, integrity, resilience, responsibility, and a strong work ethic.
Ability to operate both independently and effectively within a collaborative team environment under high volumes of pressure.