Commercial Insurance Adviser | Knysna

The Recruitment Council; Knysna; On-site; ZAR 300,000 - 600,000; Full time

Job summary

An established industry player in Financial Services is seeking a seasoned Commercial Insurance Adviser to elevate their career. In this pivotal role, you will provide essential underwriting assistance to Advisors, focusing on both personal and commercial lines of business. Your responsibilities will include managing client inquiries, compiling policy information, and ensuring all documentation is meticulously handled. This is a fantastic opportunity for a driven professional with a strong background in insurance to join a dynamic team and make a significant impact in a supportive environment. If you are looking to grow your career and thrive in a client-focused role, this position is perfect for you.

Qualifications

• Minimum of Grade 12 and RE 5 Examination completed.
• 2-3 years experience in the insurance industry required.

Responsibilities

• Gather and compile policy information for clients.
• Handle new applications, quotations, and client inquiries.

Skills

Grade 12

Computer literacy (MS Outlook, Excel, Word)

RE 5 Examination (Representatives)

NQF Level 4 Short Term Insurance qualification

2-3 years experience in insurance

Verbal and written communication skills

Administration and organization skills

Multi-tasking and time management skills

Problem solving

Attention to detail

Team player

Client-focused interpersonal skills

Education

Grade 12

NQF Level 4 Short Term Insurance qualification

Tools

MS Outlook

MS Excel

MS Word

Job description

Are you a seasoned Commercial Insurance Adviser seeking the next big opportunity in your career?

Our esteemed client, a leading player in the Financial Services sector, is on the lookout for talented professionals to join their dynamic team. The Commercial Insurance Adviser will be responsible for providing underwriting assistance to the Advisors, focusing on personal and commercial lines business.

Responsibilities:

1. Gather policy information.
2. Compile a summary of information.
3. Handle new applications and quotations.
4. Handle and solve client enquiries (all existing business enquiries).
5. Arrange appointments between the Insurance Adviser and clients.
6. Manage administrative documentation (detailed records).
7. Build and maintain good working relationships.
8. Maintain service level agreement deadlines.
9. Manage policy renewals.

Skills 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 or studying toward it.
5. A minimum of 2-3 years working experience within the insurance industry.
6. Good verbal and written communication skills.
7. Good administration, organization, and planning skills.
8. Good multi-tasking and time management skills.
9. Highly reliable, adaptable, and resilient.
10. Problem solving.
11. Attention to detail.
12. Team player.
13. Highly client-focused with good interpersonal skills.