Short Term Insurance Consultant - #305951

Abantu Staffing Solutions

Date: 2 weeks ago
City: East London, Eastern Cape
Contract type: Full time
Job Title
Short Term Insurance Consultant
Employment Type
Full Time
3 to 5 years
Job Published
12 February 2024
Job Reference No.

Job Description

Min Requirements:

  • Comply with requirements as stipulated in FAIS Act
  • 3 + years experience in the relevant industry
  • NQF4 qualifications and credits
  • RE5 Exam passed
  • Class of Business completed for STI Personal and Commercial lines
  • Operational Ability
  • CPD hours/points completed for last cycle (2022/2023)
  • Microsoft Office - Internet and Email


  • NQF5 passed for STI
  • Experience on SANTAM online system
  • Product specific training completed with main players in insurance industry: Santam, Old Mutual, Momentum (Previously Alexander Forbes), Bryte etc.


  • Short Term Insurance administration - (Household content / Buildings / Vehicles etc. cover for both commercial and personal lines)
  • Make and receive calls to clients
  • Do and follow through amendments to client policies
  • Evaluate cover to avoid under insurance
  • Advise on claims under what section covered on policies
  • Involvement with claims intermediary service (Client satisfied)
  • Manage unpaid premiums
  • Evaluate rates on line-items and negotiate premiums
  • Policy renewals
  • Completeness and accuracy of Record-of-Advice
  • Fit & Proper-, FAIS, FICA and Code of Conduct compliant
  • Grow portfolio by up and cross selling
  • Build long term relationships with clients

Competencies: (Knowledge, skills and attributes)

  • Honesty, Integrity and Good Standing
  • Strong administrative skills
  • Good verbal- and written communication skills at all levels
  • Self-discipline and time management
  • Punctuality
  • Meet deadlines


RE5InsuranceSalesAdministrationFAISFAIS creditsProduct KnowledgeMicrosoft OfficeMeeting DeadlinesVerbal Communications



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