Job description:

To provide assistance to the Advisers. The position will focus on personal and commercial lines business.

Responsibilities:

Liaising with clients
Preparing quotations for new and existing clients
Issuing new policies, renewals and endorsements
Building and maintaining good working relationships with clients and internal stakeholders
Recording details and information on the relevant systems
Client face to face meetings if necessary, at the Office
Liaising and providing feedback to clients of underwriting progress.
Handling client queries
Managing Claims
Bridging the gap between the office and insurance companies
Maintaining a good working relationship with insurers
Reporting
Manage client retention
Understanding policy wording and various products

Minimum Requirements:

Matric
Relevant Bachelors Degree (Bcom in Finance / Business Finance / Investments / Financial Planning Law / Financial Sciences / Investment Management) or BCom (Economics) or BBA / BSc
NQF 4 or 5 in short term insurance (Advantageous)
0 – 2 years experience in Financial Services
Computer literacy (MS Office)

Skill sets required:

Job Type: Full-time

Location: Bedfordview, Gauteng (Preferred)

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Western National Insurance Group