Commercial Adviser | Knysna

Job Purpose:

The Commercial Adviser will be responsible for the Portfolio Management of an allocated portfolio.

Responsibilities:

1. Manage policy renewals
2. Sourcing new business
3. Handle new application and quotations
4. Handle and solve client enquiries (all existing business enquiries and potential new clients)
5. Arrange appointments with clients (on-site meetings)
6. Maintain MyPractice System
7. Manage Administrative Documentation (detailed records)
8. Build and maintain good working relationships
9. Maintain Service Level agreement deadlines
10. Ensure FAIS Compliance

Skill sets required:

1. Grade 12
2. Computer literate (MS Outlook, Excel, and Word)
3. Successfully completed the RE 5 Examination (Representatives)
4. NQF Level 4 Short Term Insurance qualification
5. DOFA confirmation from FSCA
6. A minimum of 3-5 years working experience as a Commercial adviser
7. Good verbal and written communication skills (Afrikaans and English)
8. Good administration, organization, and planning skills
9. Good multi-tasking and time management skills
10. Highly reliable, adaptable, and resilient
11. Problem solving
12. Attention to detail
13. Team player
14. Highly client-focused with good interpersonal skills
15. Own Transport/driver’s license