Our client is on the hunt for an Insure Adviser who will manage a portfolio of clients, handling both commercial and personal underwriting and ensuring seamless policy management.
Key Responsibilities:
- Conduct face-to-face meetings with clients.
- Provide regular feedback and address client queries.
- Underwrite and manage policy renewals.
- Handle new policy applications and quotations.
- Schedule on-site client meetings.
- Maintain accurate records in the MyPractice system.
- Manage administrative documentation to ensure FAIS compliance.
- Record client details and interactions in relevant systems.
- Build and maintain relationships with clients and internal stakeholders.
- Adhere to service level agreement deadlines.
- Act as a liaison between the office and insurance companies.
- Maintain strong working relationships with insurers.
- Generate reports and manage client retention.
- Understand policy wording and various insurance products.
Requirements:
- Grade 12 qualification.
- Proficiency in Microsoft Office 365 (Word, Excel, Outlook).
- NQF Level 4 Full Short-Term Insurance Qualification.
- Successful completion of the Regulatory Examination (RE5) for Representatives.
- DOFA confirmation from FSCA.
- Fit and proper product-specific training.
- 6-7 years of relevant experience in short-term insurance.
- At least 4 years of personal underwriting experience.
- At least 4 years of commercial underwriting experience.
- Strong administrative, organizational, and planning skills.
- Own transport and a valid driver’s license.
Desired Skills:
- Empathy and integrity.
- Resilience and responsibility.
- Attention to detail.
- Ability to work independently and as part of a team.
- Excellent verbal and written communication skills.
- Strong administration skills.
- Excellent planning and organizing skills.
- Problem-solving and analytical abilities.
- Effective time management.
- Good negotiation skills.
- Strong work ethic, capable of handling high-pressure situations.
- High client focus with excellent interpersonal skills.
- Ability to work well in a team environment.
This role is ideal for a highly motivated individual with extensive experience in both personal and commercial underwriting, who can build strong client relationships and handle a diverse range of responsibilities.
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