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Commercial Adviser | Knysna
The Recruitment CouncilKnysna, Western Cape, South Africa30+ days ago
Job descriptionGrade 12 Computer literate (MS Outlook, Excel, and Word) Successfully completed the RE 5 Examination (Representatives) NQF Level 4 Short Term Insurance qualification DOFA confirmation from FSCA A minimum of 3-5 years working experience as a Commercial adviser Good verbal and written communication skills (Afrikaans and English) Good administration, organization, 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 Own Transport / driver’s license
Job Purpose :
The Commercial Adviser will be responsible for the Portfolio Management of an allocated portfolio.
Responsibilities :
- Manage policy renewals
- Sourcing new business
- Handle new application and quotations
- Handle and solve client enquiries (all existing business enquiries and potential new clients)
- Arrange appointments with clients (on-site meetings)
- Maintain MyPractice System
- Manage Administrative Documentation (detailed records)
- Build and maintain good working relationships
- Maintain Service Level agreement deadlines
- Ensure FAIS Compliance
Skill sets required :
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Commercial • Knysna, Western Cape, South Africa
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