Managing all aspects of a Personal portfolio Managing all aspects of existing client portfolio's, ensuring that all insurance requirements are identified ahead of time and met timeously Growing volume of business with existing client base Learning and understanding a wide variety of personal insurance products Keeping up to date with current legislation and industry trends Proficient in administration Communicating with clients and insurance companies Experience with Short Term Insurance products Key performance areas: Client assessment and issue of policies Policy maintenance Client Service Retentions Qualifications and experience: Matric FAIS Compliant (120 - 150 FAIS Credits) Regulatory Exam (RE5) - must be completed NQF level 4 or NQF level 5 in Wealth Management | Insurance 2 - 4 years short term insurance and underwriting experience essential Bachelors Degree is highly advantageous Must have own reliable vehicle and valid drivers license #J-18808-Ljbffr
Underwriter
ITHEMBA RECRUITMENT- SOURCING TOP TALENT
kloof, kloof
Published 14 days ago
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