Insure Adviser | Vredenburg

Job description: The Adviser is responsible for the selling of short-term commercial insurance products and services to the right clients. Responsibilities: Client face to face meetings if necessary, at the Office Aggressive selling of short-term products specialising in commercial lines Handling client queries Underwriting Management: the daily underwriting process preparing Renewals, Sourcing acceptance terms Recording details and information on relevant systems Building and maintaining good working relationships with clients and internal stakeholders 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 Relevant work experience in Short term insurance Commercial lines Quotations for clients Follow up on lead Help building a client base Policy renewals Advising clients on their short-term insurance needs Minimum Requirements: Grade 12/Matric AND NQF Level 4/5 Certificate in Short term insurance (essential) DOFA confirmation from FSCA (essential) Regulatory examination RE5 successfully completed (essential) 2 years relevant work experience in Short term insurance Commercial lines (essential) Fully computer literate (Microsoft Office 365: Word, Excel and Outlook) Good verbal and written communication skills Good negotiating skills Strong sales and marketing experience Own transport Competencies Required: Empathy Integrity Resilient Responsibility Attention to detail Ability to operate independently Good verbal and written communication skills Good administration skills Excellent planning and organizing skills Problem solving and analysis Time management skills Good negotiation skills. Strong work ethic, able to work with high volumes of pressure Teamwork Highly client-focused with good interpersonal skills Resilient with a good level of stress tolerance Analysing Problems and providing Solutions Structured Approach

Location: vredenburg, Western Cape, ZA

Posted Date: 7/2/2025