Commercial Adviser | Knysna

Job Purpose:

The Commercial Adviser will be responsible for the Portfolio Management of an allocated portfolio.

Responsibilities:

Manage policy renewals Sourcing new business Handle new application and quotations Handle and solve client enquiries (all existing business enquiries and potential new clients) Arrange appointments with clients (on-site meetings) Maintain MyPractice System Manage Administrative Documentation (detailed records) Build and maintain good working relationships Maintain Service Level agreement deadlines Ensure FAIS Compliance Skill 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 DOFA confirmation from FSCA A minimum of 3-5 years working experience as a Commercial adviser Good verbal and written communication skills (Afrikaans and English) Good administration, organization, and planning skills Good multi-tasking and time management skills Highly reliable, adaptable, and resilient Problem solving Attention to detail Team player Highly client-focused with good interpersonal skills Own Transport/driver's license
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