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My client, a well established Blue Star Financial Services business based in Bellville, needs the service of a new business (NUB) and investement assistant to support the Financial Advisors who specialise in financial planning of professional clients and must therefore posess over strong administrative and interpersonal skills. Core functions include: - Processing of new business and investment applications- Capture and submit new business applications timeously and do follow-ups when required- Manage and obtain outstanding documentation i.e. medical information, bank details, FICA doucument- General administration of client information on the data basis- Written and verbal communication with client such as the handling of client enquiriesJob Requirements: - Grade 12- Minimum of 3 years experience in a relevant financial services environment (especially long term insurance) and particularly if you have worked in a Financial or Insurance Brokerage environment- A working knowledge of S.Net and/or Sanfin will strengthen your application- The ability to work accurtely and independently without direct supervision and to deal with more than one issue simutaneously- Good communication skills in both English and Afrikaans- Grade 12Remuneration - Market related salary plus benefits negatiable depending on relevant experience- 13th cheque in December based on individual and business performance- 21 days annual leaveWorking hours Monday to Friday 8h00 to 16h30Forward your CV (max 3 pages) to our HR Consultant: fjjconsult@mweb.co.zaShould you not be invited for an interview within 10 days kindly accept that your application was not shortlisted
Bellville
Results for insurance in "insurance" in Jobs in Western Cape in Western Cape
6
An exciting opportunity exists for individuals with exposure in the financial services environment, specifically insurance (STI) is a strong preference, but a multi-skilled individual with some debt solutions experience would be advantageous.
Key Responsibilities:
Promote and market various insurance (STI) products and debt solutions services to clients.
Identify and engage with prospective clients through targeted leads.
Explain policy features, benefits, and terms clearly.
Assess client needs and provide tailored insurance solutions.
Achieve and exceed individual and team sales targets.
Key Requirements:
Proven sales experience, preferably in insurance or other financial services exposure.
Strong communication, negotiation, and interpersonal skills.
Ability to build trust and rapport, and maintain long-term client relationships.
Knowledge of short term insurance products, and general insurance principles is advantageous.
Self-motivated, target-driven, and results-oriented.
Minimum matric/grade 12 qualification.
Please note: FAIS is not a requirement as the successful candidates will work under the supervision of a qualified, fit and proper Key Individual.
If you meet all the above criteria, please submit a detailed CV to bernice@debruynlegal.co.za for an opportunity to interview for the vacancy.
If you don’t hear from us within 2 weeks of submitting hour CV, please accept that you were not shortlisted for this position.
7d
VERIFIED
1
Short-Term Insurance Sales ConsultantOur client is a leader in the general insurance sector in Southern Africa. With a strong presence in South Africa, they are rapidly expanding into emerging markets across Africa and Asia. Their continued success is driven by a passion for delivering exceptional service to clients.Key Responsibilities:Contribute to achieving net profit and growth targets for the business.Provide exceptional service by offering proactive, innovative, and tailored solutions that exceed customer expectations.Offer telephonic and email support to intermediaries, authorised representatives, and broker services.Analyze intermediary requests and provide accurate quotations to secure business.Initiate contact with intermediaries to discuss quotations and convert policies.Handle the issuance of new business.Address insurance queries promptly, ensuring compliance with required timelines and regulations.Manage client expectations regarding turnaround times for submitted requests.Adhere to underwriting criteria and regional requirements.Assist in identifying the most suitable products for clients based on underwriting criteria.Contribute to the implementation of solutions for continuous improvement.Follow workforce management principles to optimize productivity.Prioritize tasks to meet productivity, quality, and deadline standards while achieving business targets.Provide support during staff absences or peak periods, ensuring business continuity and meeting targets.Qualifications & Experience:Matric / Grade 1260 FAIS credits in Commercial LinesAt least 3 years of experience in Short Term Insurance - Commercial LinesProven experience in commercial underwriting within the short-term insurance industryRE qualification required Knowledge & Skills:Excellent verbal and written communication skills, able to interact clearly and effectively with intermediaries.Strong interpersonal skills, collaborating with internal teams and external stakeholders/clients.Ensure adherence to quality, compliance, and accreditation standards.Proficient in administrative tasks and efficient work processes.Strong focus on optimizing work processes to enhance productivity. Join a dynamic and growing team where your contribution will drive success in the insurance industry! To Apply:Please submit your resume to
https://www.jobplacements.com/Jobs/S/Short-Term-Insurance-Sales-Consultant-1256076-Job-Search-01-27-2026-03-00-15-AM.asp?sid=gumtree
6d
Job Placements
1
Senior Claims Assessor for a Tygervalley Insurance companyMid Career (4 - 6 yrs exp)Duties and Responsibilities:Assessing Individual Funeral Insurance claimsUtilize assessment tools or software effectivelyCommunicate effectively in EnglishPrevious experience in the Financial Services IndustryComputer proficiency, particularly in MS OfficeTyping speed of at least 25 words per minuteCompliance Officer and Claims Management functionsMatric / Grade 12Diploma / certificateRE5Good skills in Administration, Data processing from the Life Insurance industry
https://www.jobplacements.com/Jobs/S/Senior-Claims-Assessor-1256619-Job-Search-01-28-2026-04-16-44-AM.asp?sid=gumtree
5d
Job Placements
1
1
1
Insurance Sales AgentAre you passionate about helping families secure their peace of mind? Join our team as an Insurance Sales Consultant converting inbound and outbound customer inquiries into insurance policy sales by providing accurate product information, handling objections, and ensuring all interactions comply with regulatory and campaign standards. The consultant is responsible for delivering a professional, empathetic, and persuasive customer experience. Your Role:Handle inbound and outbound calls from customers interested in insurance or responding to marketing campaigns.Actively listen to understand customer needs and recommend the most suitable policy or package.Sell funeral, life and legacy cover plans confidently while maintaining empathy and professionalism.Use upselling or cross-selling techniques where relevant (e.g. family cover add-ons).Accurately capture and verify customer information, ensuring all regulatory disclosures are made.Maintain knowledge of all funeral policy features, terms, exclusions, and benefits.Ensure compliance with FAIS, TCF (Treating Customers Fairly), and other industry regulations.Meet or exceed sales KPIs, including conversion rate, quality assurance, and call handling targets.Handle basic policy-related inquiries and objections efficiently.Escalate complex queries or complaints appropriately.Requirements:• Matric / Grade 12 certificate (compulsory)• Clear credit and criminal record (vetting required)• Previous experience selling funeral cover or related insurance is essential
https://www.jobplacements.com/Jobs/S/Sales-Agent-1255270-Job-Search-01-23-2026-05-00-14-AM.asp?sid=gumtree
10d
Job Placements
1
1
Business Development ConsultantPersonal & Commercial Lines | Short-Term Insurance?? Locations: KwaZulu-Natal (KZN) Gauteng Western Cape Eastern CapeRole PurposeWe are seeking committed, driven, and results-oriented Business Development Consultants who thrive both independently and within a team environment. The successful candidate will be responsible for writing new business in line with company targets, focusing primarily on motor, household domestic insurance, and commercial lines.Minimum Requirements? Matric? FAIS-accredited Tertiary Qualification (120 credits)? Valid drivers licence & own vehicle? RE5 Essential? COB: Short-Term Personal & Commercial Lines (advantageous)? Minimum 1 year face-to-face sales experience (essential)Remuneration & Benefits?? Basic Salary: R15,000 R20,000 CTC per month (Negotiable)?? Uncapped Commission?? Laptop & ?? Cellphone provided?? R350 Technology Allowance per month?? Medical Aid & ?? Pension BenefitsHow to Apply?? Email your updated CV to: https://www.jobplacements.com/Jobs/S/Short-Term-Insurance-Business-Development-Consulta-1254951-Job-Search-1-23-2026-2-45-38-AM.asp?sid=gumtree
10d
Job Placements
1
Junior Claims Handler About the Role:You will be responsible for handling all motor and non-motor personal lines claims, as well as related claims queries, ensuring a first-class level of service at all times. Key Responsibilites:To assess each claim on the insurance administration system and identify the type of claimAssess the validity of the claim and documentationNotify/Communicate to the insurers and brokers possible Invalid claimsAssure capturing of claims are done accurately and correctlyAssure all criteria is met to pay the claimAssure the quality of feedback (written and verbal) to brokers and clientsAttend to both inbound & outbound call queriesTo ensure claims workflow and procedures are adhered toAsses claims for possible fraud risksAttend identified training sessions as and when arrangedEstablish and complete claim financialsEnsure claims within mandate are adhered to Qualifications:Must have matricMust have the relevant FAIS qualifications and be Fit & Proper CompetentClass of Business Commercial Lines and Personal LinesRegulatory Examination for RepresentativesMinimum 2 years experience as a Claims HandlerStrong understanding of the Insurance IndustryAble to make calculationsStrong sales / retentions background
https://www.jobplacements.com/Jobs/J/Junior-Claims-Handler-1256516-Job-Search-1-28-2026-5-22-57-AM.asp?sid=gumtree
5d
Job Placements
1
6
The role:
After-sales administrative support in a debt management and short term insurance environment.
Skills, experience and outputs:
Proven experience in administrative roles, preferably in financial services, insurance, or debt solutions.
Proficiency in data capturing and managing client information accurately.
Ability to prepare, send, and follow up on proposals, quotations, and related documentation.
Familiarity with using computer systems, CRM software, and other office applications.
Strong organizational skills and attention to detail.
Ability to prioritize tasks and manage time effectively in a fast-paced environment.
Good communication skills, both written and verbal, to liaise with clients and internal teams.
Discretion and professionalism when handling sensitive client information.
Team player with a proactive attitude and willingness to support post-sales processes.
Minimum level education is Matric/Grade 12,
If you meet all the above criteria, please submit a detailed CV to bernice@debruynlegal.co.za for an opportunity to interview for the vacancy.
If you don’t hear from us within 2 weeks of submitting hour CV, please accept that you were not shortlisted for this position.
7d
VERIFIED
1
Minimum requirements: Matric with mathematicsProficient on MS Excel and WordPrevious sales or customer service experienceGeographical background and an understanding of international relocations will be advantagesValid drivers licence (minimum code 8)Key responsibilities:Handle the liaison with clients/client relationship managementHandle sales enquiries and leads on the CRM System-explaining services, pricing, and additional options (insurance, storage, packing)View clientâ??s household goods if requiredPrepare the costing for the quoteFollow up the quoteMonthly sales reports on follow upsOpen files for secured moves - filing and maintaining accurate client recordsHandle tender requestsAdministration functions - handling emails, calls, and correspondence + supporting management with ad-hoc administrative tasksClaims handling - submission and tracking of insurance claims, ensuring all necessary documentation is complete and accurateMarketing cold calls & field salesReport monthly to Head Office- injury on duty registration and administrationManaging various different excel databases (Bordereaux and claims tracker)Consultant: Thandi Speelman - Dante Personnel Johannesburg
https://www.jobplacements.com/Jobs/S/Sales--Marketing-Coordinator-1255771-Job-Search-01-26-2026-04-34-51-AM.asp?sid=gumtree
7d
Job Placements
1
1
1
Minimum QualificationFAIS Fit and Proper Requirements Applicable to this Role (Advice and Intermediary Service)FSCA-Approved QualificationRegulatory Exam for Representatives (RE5)Continuous Professional DevelopmentAttest to Honesty, Integrity, and Good StandingMinimum Experience2 years experience in short term Personal lines Insurance salesSkillsEnergeticSelf-motivatedDrivenCommunication skills verbal and writtenWork independentlyTime management skillsComputer proficiency Microsoft Office, Excel, Word, PowerPoint, and Outlook
https://www.jobplacements.com/Jobs/V/Virtual-Advisors-1257709-Job-Search-01-30-2026-10-37-46-AM.asp?sid=gumtree
3d
Job Placements
1
1
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