Insurance Consultant

About

Description

The Insurance Consultant is responsible for providing high-quality support to brokers and intermediaries within the Broker Services team. The role involves managing insurance enquiries, administering policies, and ensuring service delivery meets company and regulatory standards. The consultant will handle the full policy lifecycle, assist with policy retention, adjust premiums, and guide brokers in identifying suitable insurance products. The position also includes contributing to process improvements and providing backup support during peak periods or absences.

Responsibilities

• Conduct follow-ups on cancelled policies to assist in retention
• Adjust premiums according to updated asset values or policy details
• Manage broker and client expectations regarding service delivery
• Ensure underwriting criteria and regional requirements are met
• Support brokers in identifying suitable products and coverage options
• Contribute to process improvements and service solutions
• Provide backup support for colleagues during peak periods or absences

Qualifications

• Minimum Education: Grade 12 / Matric (Insurance or Finance qualification advantageous)
• 2+ years’ experience in short-term insurance administration or broker support
• Strong understanding of policy administration, underwriting, and insurance products
• Excellent verbal and written communication skills
• Strong customer service and relationship management skills
• Attention to detail and accuracy
• Ability to manage multiple tasks and deadlines
• Proficient in MS Office and insurance administration systems

Application instructions:

• Apply Now