Insurance Underwrite - Personal and Commercial Lines
Updated: June 12, 2024 05:49 PM GMT
Ikusasa Recruitment Group
Plettenberg BayIntroduction
The Financial Advisor will be responsible to provide underwriting and sales assistance to the Broker
The position will focus on personal and commercial lines business.
Duties & Responsibilities
Responsibilities:
Gather Policy information
Compile a summary of information
Handle new application and quotations
Handle and solve client enquiries (all existing business enquiries)
Arrange appointments between Insure Adviser and Clients
Manage Administrative Documentation (detailed records)
Build and maintain good working relationships
Maintain Service Level agreement deadlines
Manage policy renewals
Meet with clients
Desired Experience & Qualification Skills 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 or studying toward A minimum of 2-3 years working experience within the Insurance industry Good verbal and written communication... More Detail
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