Insure Adviser Job at PSG Konsult Ltd

Job description:

• The High-Net-Worth Client Adviser is responsible for the selling of short-term personal lines insurance products and services to High-Net-Worth Clients.

Responsibilities:

• Client face to face meetings, if necessary, at the office or away from the office.
• Aggressive selling of short-term products specialising in personal lines
• Handling client queries
• Underwriting Management: the daily underwriting process preparing renewals, Sourcing acceptance terms
• Recording details and information on relevant systems
• Building and maintaining good working relationships with clients and internal stakeholders
• 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
• Relevant work experience in Short term insurance – personal lines
• Quotations for clients
• Follow up on lead
• Help building a client base
• Policy renewals
• Advising clients on their short-term insurance needs

Minimum Requirements:

• Grade 12/Matric AND NQF Level 4/5 Certificate in Short term insurance (essential)
• DOFA confirmation from FSCA (essential)
• Regulatory examination RE5 successfully completed (essential)
• 5-10 years relevant work experience in Short term insurance – Personal Lines (essential)
• Fully computer literate (Microsoft Office 365: Word, Excel and Outlook)
• Good verbal and written communication skills
• Good negotiating skills
• Strong sales and marketing experience
• Own transport

Competencies Required:

• Empathy
• Integrity
• Resilient 
• Attention to detail
• Ability to operate independently
• Good verbal and written communication skills
• Good administration skills
• Excellent planning and organizing skills
• Problem solving and analysis
• Time management skills
• Good negotiation skills.
• Strong work ethic, able to work with high volumes of pressure
• Teamwork
• Highly client-focused with good interpersonal skills
• Resilient with a good level of stress tolerance
• Analysing Problems and providing Solutions

Closing date: 28-May-2026