Insurance Adviser – Commercial Lines | Pretoria

Category: Insurance 

 

Our client, a leading firm in the Financial Services industry, is seeking a motivated and experienced Insurance Adviser to join their team in Mossel Bay, Western Cape. This is a full-time, mid-level position focused on delivering excellence in short-term commercial insurance.

 

The successful candidate will join a workplace committed to diversity and inclusion, where preference is given to applicants from designated groups and individuals with disabilities.

 

 

 

Sales & Growth: Selling short-term commercial products, following up on leads, and building a robust client base. Client Advisory: Advising clients on their insurance needs, providing quotations, and managing policy renewals. Relationship Management: Building and maintaining strong working relationships with clients, product providers, and colleagues. Engagement: Handling incoming and outgoing calls and conducting on-site meetings with clients. Strategic Execution: Implement the company strategy to ensure business goals are met. 

 

 

 

 

Minimum Requirements:

To be considered for this role, you must meet the following criteria: Education: Grade 12. Qualifications: NQF 4 Short-Term Insurance Certificate and an RE5 Certificate. Experience: 3–5 years of experience in short-term insurance, specifically within commercial lines. Regulatory: DOFA confirmation from the FSCA. Logistics: Must have your own transport.

 

 

 Desired Skillset:

Our client is looking for a resilient professional with the following skills: Communication: Excellent verbal and written communication, complemented by strong negotiating skills. Client Focus: Highly client-centric with exceptional interpersonal abilities. Technical Aptitude: Strong problem-solving, analysis, and planning/organizing skills. Sales Drive: Proven experience in sales and marketing. Resilience: Ability to maintain a high level of stress tolerance.