2 Clerical Insurance jobs in Western Cape on Job Mail

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Financial Advisor Short Term insurance

R240 000,00 - R360 000,00

PER MONTH

Western Cape

02 July 2022

Recruiter Manpower Group

Insurance Administrator

R5 000,00 - R6 000,00

PER MONTH

City Bowl

02 July 2022

Employer National Debt Advisors

No more jobs available matching your search.

Financial Advisor Short Term insurance

Manpower Group Saturday, 02 July 2022 1

Insurance - Clerical Insurance

Western Cape

FULL TIME

R240 000,00 - R360 000,00 (PER MONTH)

Job Specification
Company
Reference Number FRP002194/NB

Job Summary

We are looking to appoint a Financial Advisor specialising in Short-Term Insurance Personal Lines. The person must be committed, driven and results oriented. The Advisers must be
able to work on their own as well as in a team environment writing business in accordance with targets set.

Experience

Minimum 5 years’ experience in Sales (Face to face) in short-term insurance industry.
Existing Book of short-term insurance clients (Minimum 300).
Excellent sales track record.
Good product knowledge of competitive insures in the industry.
Be professional at all times with prospects, clients, staff and all other stakeholders.
Experience in engagement with key business and external partners across all levels.
Presentation skills, both one-on-one and to groups.
Ability to present professionally to Executives and Corporate Accounts.
Key Tasks and Responsibilities
Interact in professional manner with all clients (internal and external) in respect of new applications and amendments.
Build and maintain a client book.
Answers client enquiries and questions regarding short-term insurance products, services and option changes.
Responds to the regular and routine client inquiries regarding short-term insurance claims, products and service.
Screen phone calls, enquiries and requests.
Client Management (Book Management).
Assistance in administrative related support services.
Prepare and lodge quotations, claims, proposals and renewals
Gathering information, following up, preparing of summaries, meeting minutes and financial analysis.
Diary management including scheduling appointments and following up on diary requests to ensure appropriate and constructive allocation of time.
Liaise with internal and external stakeholders.
General Administration support & functions.
Manage the Corporate process which includes group presentations to corporate staff, one on one consultants, ensuring regular communication with staff, participation in corporate events, advertising and general relationship building.
Obtain effective turnaround time.
Conduct a proper needs analysis and offer professional advice.
Ensure that you are up to date with all product changes.
Be compliant in all activities in accordance with regulations and standards of all insurance regulations and professional guidelines and ethics.
Meet continuous professional development objectives as required by the industry.

Behavioural Competencies (Interpersonal and Intrapersonal)

Professional corporate appearance
Persuading & Influencing
Relating & Networking
Working with People
Planning & Organising (Time management)
Coping with Pressure & Setbacks
Adapting & Responding to change
High stress tolerance: Able to work quickly and thrive in a high-pressure environment
Fast learner
Resilience
Strong administrative skills
Commitment
Self-development
Computer literate, Office 365 (Outlook, Excel, Word, MS Teams & PowerPoint)
Strong co-ordination, organisational and planning skills
Excellent interpersonal, communication and networking skills
Results orientated, pro-active and deadline driven
Strong quality and client service orientation
Sound analytical skills
Confidentiality
High initiative/self-starter/proactive and anticipate requirements
Professionalism, excellent judgment, use of discretion, prioritization and problem-solving abilities
Ability to work and make decisions independently

Minimum Qualifications

NQF Level 5
Administration/ Short-term insurance qualification
FAIS Compliance, as per fit and proper requirements (Minimum Credits 120, DOFA)
RE5

**Please note that only short-listed candidates will be contacted**

Manpower Group

Recruiter

Apply Now

Insurance Administrator

National Debt Advisors Saturday, 02 July 2022 15092

Insurance - Clerical Insurance

City Bowl

FULL TIME

R5 000,00 - R6 000,00 (PER MONTH)

Job Specification
Reference Number IA03

Job Summary

Skills required: • Matric with an RE5 certification (advantageous) • 2 years’ experience within the insurance and FSP industry. • Proven sales experience – preferably on a financial product or business management experience. • Have a solid knowledge or background within the debt review industry. Your duties will include, but will not be limited to: • Assist in compliance and regulation, whilst driving our sales strategy and targets. • Daily recording of stats, including packs loaded, missing mandates, policies scheduled and sent • Managing qualifying criteria of clients for credit life and funeral cover. • Compilation of gross monthly premiums and forecasts, including expected vs. actual premiums received, the number of claims vs. claims paid out, rejected and commission payments. • To ascertain total amount of clients signed up for debt review to get an accurate amount of qualifying clients • Ensuring all policy schedules and session certificates are sent to creditors and attend to escalated insurance queries • Warming up leads via Whatsapp medium for vehicle insurance • Monthly reporting on credit life, funeral cover and vehicle insurance • Assisting debt collectors where needed on insurance based scenarios • Liaising with creditors and validation of commissions. • Performing a sales function and do monthly report writing This position is well suited to an individual who have proven financial product or business management experience. Only candidates with solid insurance background will be considered for this role. The salary on offer is 6K per month - Forward your cv to brevan.r@ndadc.co.za If you don’t hear back from us within two weeks of today, please consider your application as unsuccessful.

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2 Clerical Insurance jobs in Western Cape on Job Mail

Financial Advisor Short Term insurance

Job Summary

Insurance Administrator

Job Summary

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