Financial Advisor Commercial Lines

Updated: May 03, 2024 07:11 PM GMT

Ikusasa Recruitment Group

Jeffreys Bay

To provide commercial underwriting assistance to the Broker

Duries Responsibilities:

· Liaising with clients

· Preparing quotations

· Issuing new policies, renewals, and endorsements

· Building and maintaining good working relationships with clients, colleagues and internal stakeholders

· Recording details and information on the relevant systems

· General office assistance and administration

Skill sets required:

· Grade 12

· Fully computer literate (MS Word, Excel and Outlook)

· Minimum NQF Level 4– Full qualification (short-term insurance) as set by regulation

· Regulatory examination (Representatives) RE5 successfully completed

· Class of business

· A minimum of 5 years´ short-term insurance experience in commercial lines

· Experience on Ski, Tial and Santam Policy Centre systems a requirement

· DOFA confirmation from FSCA

Job Type: Full-time

Pay: R20 000,00 - R25 000,00 per month

Application Question(s):
• Do you have a RE5 Qualification
• Do you have a NQF Level... More Detail