Insure Advisor | Plettenberg Bay

Job description :

The Commercial Insure Adviser will be responsible to provide assistance to the Advisors. The position will focus on personal and commercial lines business.

Responsibilities :

Gather Policy information

Compile a summary of information

Handle new application and quotations

Handle and solve client enquiries (all existing business enquiries)

Arrange appointments between Insure Adviser and Clients

Manage Administrative Documentation (detailed records)

Build and maintain good working relationships

Maintain Service Level agreement deadlines

Manage policy renewals

Skills sets required :

Grade 12

Computer literate (MS Outlook, Excel, and Word)

Successfully completed the RE 5 Examination (Representatives)

NQF Level 4 Short Term Insurance qualification or studying toward

A minimum of 2-3 years working experience within the Insurance industry

Good verbal and written communication skills

Good administration, organisation, and planning skills

Good multi-tasking and time management skills

Highly reliable, adaptable, and resilient

Problem solving

Attention to detail

Team player

Highly client-focused with good interpersonal skills