Insure Advisor | Plettenberg Bay

SUMMARY:
Insure Advisor | Plettenberg Bay

POSITION INFO:

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

 

---