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Results for insurance broker jobs in "insurance broker jobs" in Gauteng in Gauteng
1
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We are looking for individuals to work within the commercial contact centre as there are career opportunities available for Insurance Consultants. The insurance consultant role is focused on providing an end-to-end service and support to brokers.
This role is focused on, but not limited to; servicing broker requests, including enquiries.
Providing telephonic/ email support to the intermediary on record, authorised representatives from the brokerage, and broker services;Dealing with general insurance and policy specific enquiries;Dealing with issuance of new policies/ policy maintenance/ renewal / agri aspects of policies;Assisting to resolve all insurance queries within required timeframe and compliance requirements;Undertaking client follow-ups when policies are cancelled to ascertain the reasons and attempt to retain the policy onto books;Undertaking to adjust premiums in line with new asset values;Managing client expectation on expected turnaround times for submitted requests;Adhering to underwriting criteria and regional requirements;Assist with profiling the client with the best suitable product and underwriting criteria;Advising brokers to ensure that we meet with clients’ needs in terms of the correct cover and product;Assisting in implementing solutions for improvement; andStanding in for Consultants should they be absent or on leave during busy periods or absence of key resources, assisting where required.
QUALIFICATIONS AND EXPERIENCE
Matric/ Grade 1260 commercial lines FAIS creditsA relevant insurance related qualification (e.g. NQF lev 5) would be advantageousProven work experience in commercial, agriculture policy administration and underwriting within the short-term insurance industryMinimum of 3 years’ experience in short term insurance commercial lines and/or Agri assets
Should you not hear from us within 14 days of applying, kindly consider your application unsuccessful for this role.
https://www.ditto.jobs/job/gumtree/4236229225&source=gumtree
2mo
CallForce
1
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The role involves managing and responding to client queries, sourcing and comparing quotes, processing new policies, renewals, and endorsements, and ensuring accurate and current policy documentation.Additionally, you will be responsible for attending to insurer queries, maintaining outstanding tasks, and adhering to strict service level agreements (SLAs) to ensure high turnaround times and service delivery standards. The position requires exceptional attention to detail, organisational skills, and the ability to perform effectively under pressure.Minimum Qualifications & Experience:Matric/Grade 12 (essential).RE5 certification (advantageous).NQF 5 qualification in Underwriting or Short-Term Insurance (advantageous).Minimum 3 years underwriting experience in the short-term insurance sector.Proven experience in both domestic and commercial insurance.Proficiency in MS Office Suite (Outlook, Excel, Word).Exposure to CIMS and Nimbis systems (advantageous).Knowledge of statutory and legislative insurance requirements. Looking for a role that aligns with your package expectations, job level, or industry expertise? Apply now via our career portal:
https://www.jobplacements.com/Jobs/B/Broker-Assistant-1192896-Job-Search-6-9-2025-4-27-11-AM.asp?sid=gumtree
5d
Job Placements
1
We have an exciting career opportunity for Commercial Insurance Consultants in Auckland Park, Johannesburg looking for a new opportunity within a well-established insurance sales company.
This role is focused on candidates with long-term insurance experience with the objective of providing an end-to-end service and support to brokers.
Key Responsibilities
Providing telephonic support to the intermediary on record, authorised representatives from the brokerage, and Broker ServicesDealing with general Agri Asset insurance and policy specific enquiries, and amendmentsAdhering to underwriting and regional criteria requirementsManaging the expectation on expected turnaround times for already submitted requests
Minimum Requirements
Grade 12 (Matric) withFAIS compliant (30 credits) Relevant insurance qualification would be advantageous at NQF 53 Years Insurance sales experience3 years’ experience in short term insurance commercial lines and/or Agri Asset Experience in commercial and / or Agri Asset policy administration and underwriting
Knowledge & Skills
Excellent verbal and written communication skillsExcellent interpersonal skills, collaborating with internal colleagues and external stakeholders/clientsEnsure adherence to quality, compliance and accreditation standards.Conduct efficient administration.Optimizing work processes
Personal Attributes
SalesCustomer ServiceTeam SupportCommunicates effectively.Situational AdaptabilityAction Oriented
Working Hours
08h00 – 17h00 Monday to Friday
Should you not hear from us within 14 days of applying, kindly consider your application unsuccessful for this role.
Send your CV to Lebohang.m@callforce.co.za
https://www.ditto.jobs/job/gumtree/2181013709&source=gumtree
2mo
CallForce
1
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Duties and Responsibilities:Assessing and validating commercial claimsManaging relationships with clients and brokersNegotiating settlements and handling disputesProviding support and guidance to junior claims staffEnsuring compliance with industry regulations and company policiesQualifications:RE 5 CertificationFETC In Short Term Insurance NQF 4Matric qualificationSkills:Experience in binder broker claims
https://www.jobplacements.com/Jobs/C/Commercial-Claims-Consultant-1169380-Job-Search-06-04-2025-00-00-00-AM.asp?sid=gumtree
10d
Job Placements
1
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Job Title: Head of Technical UnderwritingKey Responsibilities:Lead the implementation and continuous improvement of underwriting strategy, standards, and governance practices.Oversee and enhance underwriting philosophy across products including wordings, endorsements, proposal forms, mandates, pricing, and audits.Drive and manage reinsurance strategy (treaty and facultative), ensuring alignment and compliance across teams.Establish and uphold risk management practices across underwriting and claims functions.Ensure governance and compliance with all internal policies, audit requirements, and regulatory frameworks.Provide strategic support to product development and enhancement initiatives.Lead risk selection oversight, identifying areas for improvement and training across underwriting teams.Conduct and oversee internal audits related to underwriting and claims; implement findings and maintain robust audit plans.Deliver insightful reports and recommendations to leadership, highlighting underwriting trends and market intelligence.Provide technical underwriting support and guidance on complex cases.Develop training materials and facilitate technical development across teams.Represent underwriting in cross-functional executive and committee meetings.Support compliance with POPIA and promote a Treating Customers Fairly (TCF) culture.Minimum Requirements:Bachelors Degree in Risk Management, Commerce, or a relevant business qualification.Minimum 10 years experience in short-term/special risk insurance, including:Technical underwritingClaims handlingRisk managementReinsurance (facultative and treaty)Governance, audit, and complianceProduct developmentDeep legal knowledge of insurance-related Acts and regulatory requirements (e.g., Insurance Act, FAIS, and Prescription Act).Proven experience in leading and developing technical underwriting functions and managing multidisciplinary teams.Key Skills and Competencies:Strong analytical, investigative, and strategic thinking ability.Excellent written and verbal communication skills; confident report writer and presenter.High level of self-management, initiative, and accountability.Strong relationship management and stakeholder engagement.Skilled in negotiation, risk identification, and decision-making.Proficient in MS Office (Word, Excel, PowerPoint, and Outlook).Well-networked within the insurance ecosystem (reinsurers, brokers, legal experts, and industry bodies). If youre a technically strong, commercially aware, and governance-minded insurance professional looking to step into a key leadership rol
https://www.executiveplacements.com/Jobs/C/Chief-Underwriting-Officer-1194357-Job-Search-06-12-2025-00-00-00-AM.asp?sid=gumtree
1d
Executive Placements
1
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About the RoleWe are seeking a detail-oriented and results-driven Account Executive to join our team. Reporting to the Regional Manager, you will be responsible for maintaining and expanding client portfolios within the Insurance sector. This role requires someone with excellent communication and interpersonal skills, along with in-depth knowledge of commercial insurance products.Key Duties and Responsibilities:Manage and grow a portfolio of clientsIdentify new business opportunities and build strong client relationshipsProvide expert advice on insurance products and servicesNegotiate and close deals to meet sales targetsStay updated on industry trends and market conditionsThe successful candidate will have a minimum of 5 years experience in a Broker environment, hold relevant certifications such as RE 5 and FETC in Short Term Insurance NQF 4, and be fully bilingual in Afrikaans and English.
https://www.executiveplacements.com/Jobs/A/Account-Executive-1138465-Job-Search-05-27-2025-00-00-00-AM.asp?sid=gumtree
17d
Executive Placements
1
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We are looking for a proactive and detail-oriented Financial Controller to support group entities with full cycle accounting responsibilities. This includes several insurance and reinsurance brokers as well as investment-focused entities. The ideal candidate will be hands-on, adaptable, and experienced in managing monthly accounting processes, reporting, compliance, and team development within a dynamic business environment.Key Responsibilities:Oversee daily accounting operations, ensuring accurate transaction recording in PastelPerform and review reconciliations for banks, customers, suppliers, and forex accountsProcess and manage online banking payments and account oversightCoordinate underwriter payment processes, including Bordereaux approvals and market communicationCollaborate with the brokering and tech teams to ensure seamless system integration with PastelLead the year-end close process and related functionsEnsure the timely completion of statutory filings (tax, VAT, FSCA, etc.)Prepare annual budgets, monitor performance, and report on variancesManage the external audit process across multiple entitiesMonitor the aged debtors and assist with recovery effortsSupport BEE compliance reporting and the implementation of transformation initiativesAssist with finance-related HR tasks (e.g. payslips, and IRP5s)Mentor graduate trainees within the finance functionPrepare monthly management accounts and internal reportsPresent consolidated financials and key insights to executives across group companies, including cash flow forecasting and variance analysisRequirements:Bachelors Degree in Accounting, Finance, or a related field (or equivalent qualification)Minimum of 5 years experience in a finance role, ideally within a growing business with global operationsProficiency in Pastel Partner and the ability to adapt to other financial toolsStrong understanding of financial controls, compliance, and reportingHigh attention to detail, excellent time management, and strong problem-solving abilitiesConfident communicator; able to present financial information clearly to stakeholdersComfortable working both independently and as part of a multi-functional teamIf you are interested in this opportunity, please apply directly. For more finance jobs, please visit
https://www.executiveplacements.com/Jobs/F/Financial-Controller-1193366-Job-Search-06-10-2025-00-00-00-AM.asp?sid=gumtree
4d
Executive Placements
1
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This role will be responsible for managing a portfolio of approximately 300 clients, ensuring high service levels through proactive communication, underwriting, and renewals. The successful candidate will handle daily policy administration, ensure premium collections, and support retention strategies through regular client engagement. All work is conducted internally with a strong focus on service delivery and compliance.Key ResponsibilitiesManage a portfolio of around 300 clients, both personal and commercial linesEnsure timely renewals, retentions, and re-broking where necessaryProcess endorsements, amendments, cancellations, and refundsConduct 25+ daily client meetings via Zoom or phoneProvide policy advice on excesses, risks, and termsMonitor unpaid premiums and resolve outstanding paymentsCoordinate installations (e.g., vehicle tracking) and valuationsMaintain accurate records and underwriting complianceSource and compare quotes across multiple insurersHandle cancellation interviews and offer retention solutionsKey AttributesAttention to detailStrong administrative skillsEffective communicatorClient-service orientationAbility to work independentlyRequirementsMatric (Grade 12)RE5 certification (compulsory)NQF Level 4 qualification in financial services (advantageous)Minimum 2 years experience in underwritingExperience in both personal and commercial linesRemunerationR15 000 R18 000 per month basic salaryAdditional benefits: Commission and retention incentives**Only shortlisted candidates will be contacted**
https://www.jobplacements.com/Jobs/I/Internal-Key-Accounts-Broker-1189691-Job-Search-05-28-2025-10-16-30-AM.asp?sid=gumtree
10d
Job Placements
Ads in other locations
1
Are you an organized and detail-oriented professional with experience in the insurance industry? Our client are seeking a proactive Broker Secretary to join their dynamic team, specializing in long-term insurance. In this pivotal role, you will provide vital administrative and client support to ensure smooth day-to-day operations and help maintain high standards of client service.If youre passionate about the insurance sector and thrive in a fast-paced environment, we’d love to hear from you!Minimum requirements:MatricMinimum of 2 - 3 years working experience in the Insurance industryValid driver license and own vehicle or reliable transportFluent in Afrikaans and EnglishComputer literateDuties and responsibilities:Administrative Support:Handle all secretarial and office administration tasks for the broker or advisory teamSchedule meetings, manage calendars, and coordinate client appointmentsMaintain and organize electronic and paper-based filing systemsClient Communication:Serve as the first point of contact for client inquiries via phone, email, or in personAssist clients with general queries regarding policies, documentation, and application statusFollow up with clients to obtain missing information or documentationPolicy Administration:Prepare, process, and submit long-term insurance applications and documentationEnsure all compliance requirements are met, including FICA documentation and recordkeepingTrack policy applications from submission through to issue, and update clients on progresshttps://www.jobplacements.com/Jobs/B/Broker-Secretary-Long-term-Insurance-1194080-Job-Search-06-12-2025-02-00-14-AM.asp?sid=gumtree
2d
Job Placements
1
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INSURANCE CONSULTANT (JG10)
WHAT DOES THE INSURANCE CONSULTANT DO?
Santam Operations, Commercial Contact Centre have career opportunities available for Insurance Consultants base in Cape Town, Bellville. The insurance consultant role is focused on providing an end-to-end service and support to brokers.
WHAT WILL MAKE YOU SUCCESSFUL IN THE ROLE?
This role is focused on, but not limited to; servicing broker requests, including enquiries.
Providing telephonic/ email support to the intermediary on record, authorised representatives from the brokerage, and broker services;Dealing with general insurance and policy specific enquiries;Dealing with issuance of new policies/ policy maintenance/ renewal / agri aspects of policies;Assisting to resolve all insurance queries within required timeframe and compliance requirements;Undertaking client follow-ups when policies are cancelled to ascertain the reasons and attempt to retain the policy onto books;Undertaking to adjust premiums in line with new asset values;Managing client expectation on expected turnaround times for submitted requests;Adhering to underwriting criteria and regional requirements;Assist with profiling the client with the best suitable product and underwriting criteria;Advising brokers to ensure that we meet with clients’ needs in terms of the correct cover and product;Assisting in implementing solutions for improvement; andStanding in for Consultants should they be absent or on leave during busy periods or absence of key resources, assisting where required.
QUALIFICATIONS AND EXPERIENCE
Matric/ Grade 1260 commercial lines FAIS creditsA relevant insurance related qualification (e.g. NQF lev 5) would be advantageousProven work experience in commercial, agriculture policy administration and underwriting within the short-term insurance industryMinimum of 3 years’ experience in short term insurance commercial lines and/or Agri assets
https://www.ditto.jobs/job/gumtree/2154279433&source=gumtree
2mo
CallForce
Overport brokerage looking for a Male/ Female junior insurance
administrator.
No
qualifications or experience required but will serve as an advantage.
Must
be computer literate- will be required to work on Microsoft Word, Outlook and
Excel.
Will
be required to communicate with clients on a daily basis and must ensure all
communication is done in a professional manner.
Must
be able to work under pressure and manage their time accordingly.
All
cv's to be submitted to insurancebrokers21@gmail.com
3d
Berea & Musgrave1
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We have an exciting career opportunity for Commercial Insurance Consultants in Cape Town looking for a new opportunity within a well-established insurance sales company.
This role is focused on candidates with long-term insurance experience with the objective of providing an end-to-end service and support to brokers.
Key Responsibilities
Providing telephonic support to the intermediary on record, authorised representatives from the brokerage, and Broker ServicesDealing with general Agri Asset insurance and policy specific enquiries, and amendmentsAdhering to underwriting and regional criteria requirementsManaging the expectation on expected turnaround times for already submitted requests
Minimum Requirements
Grade 12 (Matric) witho Minimum 50% for Mathso Average score of 50% in all other subjectsRelevant insurance qualification would be advantageous at NQF 52 years’ experience in short term insurance commercial lines and/or Agri Asset would be advantageousExperience in commercial and / or Agri Asset policy administration and underwriting
Knowledge & Skills
Excellent verbal and written communication skillsExcellent interpersonal skills, collaborating with internal colleagues and external stakeholders/clientsEnsure adherence to quality, compliance and accreditation standardsConduct efficient administrationOptimising work processes
Personal Attributes
Customer ServiceTeam SupportCommunicates effectivelySituational AdaptabilityAction Oriented
Working Hours
08h00 – 17h00 Monday to Friday
https://www.ditto.jobs/job/gumtree/543830698&source=gumtree
2mo
CallForce
1
SavedSave
We have an exciting career opportunity for Commercial Insurance Consultants in Cape Town looking for a new opportunity within a well-established insurance sales company.
This role is focused on candidates with long-term insurance experience with the objective of providing an end-to-end service and support to brokers.
Key Responsibilities
Providing telephonic support to the intermediary on record, authorised representatives from the brokerage, and Broker ServicesDealing with general Agri Asset insurance and policy specific enquiries, and amendmentsAdhering to underwriting and regional criteria requirementsManaging the expectation on expected turnaround times for already submitted requests
Minimum Requirements
Grade 12 (Matric) witho Minimum 50% for Mathso Average score of 50% in all other subjectsRelevant insurance qualification would be advantageous at NQF 52 years’ experience in short term insurance commercial lines and/or Agri Asset would be advantageousExperience in commercial and / or Agri Asset policy administration and underwriting
Knowledge & Skills
Excellent verbal and written communication skillsExcellent interpersonal skills, collaborating with internal colleagues and external stakeholders/clientsEnsure adherence to quality, compliance and accreditation standardsConduct efficient administrationOptimising work processes
Personal Attributes
Customer ServiceTeam SupportCommunicates effectivelySituational AdaptabilityAction Oriented
Working Hours
08h00 – 17h00 Monday to Friday
https://www.ditto.jobs/job/gumtree/1460207065&source=gumtree
2mo
CallForce
1
SavedSave
Elevate Your Insurance Career Become a Dynamic Broker ConsultantSalary: R300 000 R420 000 per annumAre you a driven and dynamic Broker Consultant ready to take your career to the next level in the financial services space? A leading recruitment agency is representing a forward-thinking financial services firm seeking a passionate individual to support and grow relationships with independent financial advisers nationwide.This is not your average Broker Consultant role. The model reimagines traditional sales support moving beyond a simple product push to a truly consultative approach. Youll work hand-in-hand with advisers to deliver tailored solutions that truly make a difference in their clients lives.What Youll Be Doing:Cultivating strong relationships with financial advisers to grow and retain business.Assessing adviser needs and identifying new sales opportunities.Delivering impactful technical product training and support.Assisting with quotes, product accreditations, and client solution presentations.Providing ongoing marketing, sales and technical support.Handling objections with confidence and delivering expert product knowledge.What Success Looks Like:Building and nurturing trusted adviser relationships.Driving business growth through strategic insights and tailored solutions.Consistently delivering excellent service and exceeding expectations.Youll Thrive If You Are:Insightful, analytical, and solution-focused.https://www.jobplacements.com/Jobs/B/Broker-Consultant-1192212-Job-Search-6-5-2025-7-52-56-AM.asp?sid=gumtree
9d
Job Placements
1
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Senior Team LeadIndustry: Medical InsuranceCape Town | R35,000 CTC | Full-timeAre you currently a Team Leader or Supervisor working in a highly regulated environment such as Call Centre / BPO /Financial Services & Insurance/ Telecom/ or Energy & Utilities and are ready for your next step?Our client is looking for a people and process-driven professional who can easily adapt and apply their experience of working in a highly regulated type of environment directly into this role.This role isnt about selling its about making the engine run smoothly behind the scenes through providing high-level administration and reporting, co-ordinating sales campaigns, providing sales support and manage aspects of compliance.Why this role?This is a well-defined role with processes already in place. Youll step into a structured environment with room to grow and lead. A great fit for someone whos hands-on, admin-focused, and thrives on getting things done right.What Youll Do:Lead a small team (Sales Supervisor + Broker & Agent Support)Keep processes tight and teams accountableManage existing processes / Implement new processesOversee compliance, administration, reporting, and CRM analysisEnsure agent vetting, onboarding, and training meets FAIS, CPD, POPIA, FICA standardsWork directly with the Director to support operational deliveryMatric6+ years in administration/compliance in a regulated industryTeam leader or supervisor experience (call centre or BPO a plus)Strong with Excel, Word, CRM systems & business writingHighly organised, analytical, and clear communicator? What You Bring Matric6+ years in administration/compliance in a regulated industryTeam leader or supervisor experience (call centre or BPO a plus)Strong with Excel, Word, CRM systems & business writingHighly organised, analytical, and clear communicator
https://www.jobplacements.com/Jobs/T/Team-Leader-Insurance-1194370-Job-Search-6-13-2025-2-30-30-AM.asp?sid=gumtree
1d
Job Placements
1
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Commercial Lines Underwriter Join a Leading Short-Term Insurance Brokerage in Claremont, Cape TownAn established and respected short-term insurance brokerage based in Claremont, Cape Town, is seeking the expertise of a seasoned Commercial Lines Underwriter to join their dynamic team. This is an exciting opportunity for a motivated and detail-oriented professional to take ownership of a portfolio within a well-supported, tech-forward environment.The Ideal Candidate: The successful candidate will be a FAIS-accredited underwriter with a minimum of 5 years experience in Commercial Lines. Proficiency in CIMS and the Santam mainframe is essential, as is the ability to work independently and maintain accuracy in a paperless environment. Strong communication skills and meticulous attention to detail are a must.Key Responsibilities:Build and maintain strong working relationships with brokers, clients, insurers, and suppliersProvide expert advice on policy covers, terms, and conditionsManage the full underwriting process: quotes, new business, renewals, and endorsementsEnsure compliance with Service Level Agreements and Binder agreementsMaintain accurate records on internal CRM systemsMonitor and manage credit control for the assigned portfoliohttps://www.jobplacements.com/Jobs/C/Commercial-Lines-Underwriter-1192215-Job-Search-6-5-2025-8-22-27-AM.asp?sid=gumtree
9d
Job Placements
1
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Skills and Qualifications:At least 5 years of experience working as a Client Relationship Manager, within a Financial / Broker / Insurance industry.At least 3 years of experience working within a financial planning environmentProficient in Microsoft Word, Excel, and electronic diary managementAdvanced Excel skillsExcellent technical knowledge of Financial Services ProductsKnowledge of technical financial planning tools and financial modelling software (e.g., Xplan, Assetmap etc)Highly organized, methodical, analytical, and disciplined.Excellent communicator (both verbal and written).Ability to assimilate technical information into an understandable format for clients.Shows initiative and takes personal responsibility for completing tasks.Able to work within defined business processes.Able to work under pressure.Excellent attention to detail.Able to achieve agreed outcomes without supervision.Key Responsibilities would be but not limited to: * Client engagement * Preparation and maintenance of client files * Implementation of recommendations * Client onboarding * Client retention * Compliance and documentation
https://www.executiveplacements.com/Jobs/C/Client-Relations-Manager-1184745-Job-Search-06-09-2025-00-00-00-AM.asp?sid=gumtree
6d
Executive Placements
1
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Senior Team LeadIndustry: Medical InsuranceCape Town | R35,000 CTC | Full-timeAre you currently a Team Leader or Supervisor working in a highly regulated environment such as Call Centre / BPO /Financial Services & Insurance/ Telecom/ or Energy & Utilities and are ready for your next step? Our client is looking for a people and process-driven professional who can easily adapt and apply their experience of working in a highly regulated type of environment directly into this role.This role isnt about selling its about making the engine run smoothly behind the scenes through providing high-level administration and reporting, co-ordinating sales campaigns, providing sales support and manage aspects of compliance.Why this role?This is a well-defined role with processes already in place. Youll step into a structured environment with room to grow and lead. A great fit for someone whos hands-on, admin-focused, and thrives on getting things done right.What Youll Do:Lead a small team (Sales Supervisor + Broker & Agent Support)Keep processes tight and teams accountableManage existing processes / Implement new processesOversee compliance, administration, reporting, and CRM analysisEnsure agent vetting, onboarding, and training meets FAIS, CPD, POPIA, FICA standardsWork directly with the Director to support operational deliveryMatric6+ years in administration/compliance in a regulated industryTeam leader or supervisor experience (call centre or BPO a plus)Strong with Excel, Word, CRM systems & business writingHighly organised, analytical, and clear communicator? What You Bring Matric6+ years in administration/compliance in a regulated industryTeam leader or supervisor experience (call centre or BPO a plus)Strong with Excel, Word, CRM systems & business writingHighly organised, analytical, and clear communicator
https://www.jobplacements.com/Jobs/S/Senior-Team-LeaderAdministrator-1194369-Job-Search-6-13-2025-2-24-46-AM.asp?sid=gumtree
1d
Job Placements
1
Requirements:Bachelors degree in Commerce, Finance, Investments, or related field.FAIS-recognised qualification.CFP designation preferred.RE5 certification is essential.DOFA CertificationValid drivers license and own vehicle.Willing and able to travel for client meetings.Must be fully authorised as a representative (not under supervision) for FSCA sub-categories:Long-Term Insurance: B1, B1-A, B2, B2-A, and C.Experience in these categories must not have lapsed.Proven evidence of class of business and product-specific training.Up-to-date Continuous Professional Development (CPD) hours.Minimum 5 years experience in a similar role (Broker Consultant / Life Insurance Agent, etc.).XPlan experience advantageous; fully computer literate.Must meet FAIS honesty, integrity, and good standing requirements.Must not have been declared insolvent or provisionally insolvent.Excellent written and verbal communication skills.Strong negotiation and persuasion abilities.Client-focused, proactive, and a self-starter.Ability to balance strategic thinking with operational delivery.Key Responsibilities:Identify and analyse Life and Short-Term Insurance (STI) opportunities within financial planning partners client bases.Prepare and present comprehensive advice documents including proposals, comparisons, and quotations.Provide specialist advice in Life Insurance (e.g., Death, Disability, and Critical Illness cover).Manage client onboarding and underwriting requirements.Conduct regular reviews of clients cover based on changes in their circumstances or internal procedures.Generate and refer STI leads to the STI tele-advisor:Obtain client consent.Book and coordinate appointments.Forward necessary documents (e.g., existing STI schedules).Follow up on appointment outcomes.Build and maintain strong relationships with clients and financial planning partners.Participate in initiatives to engage, educate, and better meet the needs of clients.Travel to reach clientele.Track and report on the effectiveness of partner and client initiatives.Uphold Treating Customers Fairly (TCF) principles.Ensure compliance with all industry and group regulatory requirements.If you do not hear from us within two weeks of applying, you may assume that your application was unsuccessful.
https://www.executiveplacements.com/Jobs/I/Insurance-Risk-Consultant--Short-Term-and-Life-1189327-Job-Search-05-27-2025-10-38-20-AM.asp?sid=gumtree
17d
Executive Placements
1
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Our clients Property Management division requires an experienced Property Manager to join our expanding team. The successful candidate will be someone with a positive and professional work ethic with sound attention to detail. A solid working knowledge of MDA Property System (now MRI Property Central) is essential for this position.
Responsibilities
Responsible for the overall management of all properties under managementUpdating the Vacancy schedule monthly and assisting brokers with enquiries & viewingsDrafting and negotiating leases and lease renewals & capturing on MDAHandover and take back of rental unitsMonthly Billing & RecoveriesReceipting of tenant payments (daily)Tenant relations and handling of tenant queries relating to billing, recoveries, lease agreement, maintenanceMonthly management reporting including various analysis and ad hoc reporting as requiredFollowing up on Arrears and management of defaulting tenantsUpdate the Deposit Schedule & interest calculation per tenantTenant relations, site visits & handling general daily enquiriesAgent Fees calculationOwner Payments
Supported by Facilities Manager
Overseeing the maintenance of properties under managementResponding to Tenant & Landlord maintenance and emergency building requestsLiaison with suppliers & contractorsPreferred suppliers list to be updated regularly to ensure we have reliable and trusted contractorsProperty inspections, building auditsInsurance claims when necessary
Supported by Property Administrator
Monthly Billing & RecoveriesMonthly ReportingSupplier & Municipal Invoices – ensure correct and paid when dueTracking of general municipal queries
MDA Responsibilities
Capturing leases and recoveriesSending out monthly invoiceCapturing new Owner Corporations, Properties, Tenants and SuppliersClosing off accountsCapturing and posting Agent Fees & Owner Payments
Other Responsibilities:
Ongoing system & lease auditsOngoing review of processes, policies and procedures
https://www.ditto.jobs/job/gumtree/544775981?source=gumtree
2y
Rory Mackie & Associates
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