Job Purpose:
The Commercial Adviser will be responsible for the Portfolio Management of an allocated portfolio.
Responsibilities:
- Manage policy renewals
- Sourcing new business
- Handle new application and quotations
- Handle and solve client enquiries (all existing business enquiries and potential new clients)
- Arrange appointments with clients (on-site meetings)
- Maintain MyPractice System
- Manage Administrative Documentation (detailed records)
- Build and maintain good working relationships
- Maintain Service Level agreement deadlines
- Ensure FAIS Compliance
Skill 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
- DOFA confirmation from FSCA
- A minimum of 3-5 years working experience as a Commercial adviser
- Good verbal and written communication skills (Afrikaans and English)
- Good administration, organization, 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
- Own Transport/driver’s license
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