Insure Adviser - Pretoria, Gauteng - Permanent

Job description:

• The Adviser will be responsible for the Management of an allocated client base
• Client face to face meetings
• Liaising and providing feedback to clients
• Handling client queries
• Handling of incoming and outgoing calls
• Following up claims with the relevant departments
• Underwriting and managing client renewals
• Handle new application and quotations
• Arrange appointments with clients (on-site meetings)
• Maintain MyPractice system
• Manage Administrative Documentation (detailed records)
• Ensure FAIS Compliance
• Recording details and information on relevant systems
• Building of strong relations with colleagues and ensuring adherence to all processes
• Maintain Service level agreement deadlines
• 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

Minimum Requirements:

• NQF 4 Short-Term Insurance Certificate (150 credits)
• RE 5 Certificate
• 3 - 4 Years short-term insurance personal and commercial lines experience
• Fully computer literate (Microsoft office 365: Word, Excel and outlook)
• Own transport and Valid Driver’s license
• Skillset required:
• DOFA confirmation from FSCA
• Good verbal and written communication skills
• Good negotiating skills
• Highly client-focused with good interpersonal skills
• Resilient with a good level of stress tolerance
• Problem solving and analysis
• Planning and organising
• Proficient in both spoken and written English and Afrikaans
• Good administration, organization and planning skills

Competencies required:

• Hard working
• Empathy
• Integrity
• Resilient
• Responsibility
• Attention to detail
• Ability to operate independently and in a team environment
• Good verbal and written communication skills
• Good administration skills
• Excellent planning and organising skills
• Problem solving and analysis
• Time management skills
• Good negotiation skills.
• Strong work ethic, able to work with high volumes of pressure
• Highly client focused with good interpersonal skills. (Customer Service)
• Teamwork
• High stress tolerance and resilience
• Passion for adding value to clients through superior service levels
• Strong Product knowledge

Deadline:29th December,2025