More jobs:
Insure Adviser Gauteng
Job in
Pretoria, 0002, South Africa
Listed on 2026-01-02
Listing for:
PSG Konsult Ltd
Full Time
position Listed on 2026-01-02
Job specializations:
-
Insurance
Insurance Agent, Insurance Sales
Job Description & How to Apply Below
Job Location: Gauteng, Pretoria
Job description
- The Adviser will be responsible for the Management of an allocated client base
- Client face to face meetings
- Liaising and providing feedback to clients
- Handling client queries
- Handling of incoming and outgoing calls
- Following up claims with the relevant departments
- Underwriting and managing client renewals
- Handle new application and quotations
- Arrange appointments with clients (on-site meetings)
- Maintain My Practice system
- Manage Administrative Documentation (detailed records)
- Ensure FAIS Compliance
- Recording details and information on relevant systems
- Building of strong relations with colleagues and ensuring adherence to all processes
- Maintain Service level agreement deadlines
- 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
- NQF 4 Short-Term Insurance Certificate (150 credits)
- RE 5 Certificate
- 3 - 4 Years short-term insurance personal and commercial lines experience
- Fully computer literate (Microsoft office 365 : Word, Excel and outlook)
- Own transport and Valid Driver’s license
- Skillset required :
- DOFA confirmation from FSCA
- Good verbal and written communication skills
- Good negotiating skills
- Highly client-focused with good interpersonal skills
- Resilient with a good level of stress tolerance
- Problem solving and analysis{NL}
- Planning and organising
- Proficient in both spoken and written English and Afrikaans
- Good administration, organization and planning skills
- Hard working
- Empathy
- Integrity
- Resilient
- Responsibility
- Attention to detail
- Ability to operate independently and in a team environment
- Good verbal and written communication skills
- Good administration skills
- Excellent planning and organising skills
- Problem solving and analysis
- Time management skills
- Good negotiation skills.
- Strong work ethic, able to work with high volumes of pressure
- Highly client focused with good interpersonal skills. (Customer Service)
- Teamwork
- High stress tolerance and resilience
- Passion for adding value to clients through superior service levels
- Strong Product knowledge
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