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Client Liaison Officer - Short Term Insurance - Cape Town


A prominent financial services provider has an exciting career opportunity available for a CLIENT LIAISON OFFICER – SHORT TERM INSURANCE, to join their dynamic business team in Somerset West, Western Cape. This is a permanent position which offers a market related salary structure.

Qualifications & Experience:

 
  • Minimum matric, with a tertiary qualification advantageous.

  • Minimum 5 years’ general working experience in the short-term insurance industry. 

  • Minimum 3 years’ experience in short term insurance advisory and sales services in corporate and personal lines. 

  • A NQF level 4 qualification together with a RE5 certificate is a pre-requisite to all applications. 

  • Applicable Class of Business certification in short term insurance products and its’ relevant disciplines as per the FSCA.

  • In depth knowledge of and proven experience in the marketing of short-term insurance products across the board.

  • Strong entrepreneurial skills with a proven track record of successful business development in a similar role. 

Other Requirements:

 
  • A strong business network and client referral base highly advantageous.

  • Excellent interpersonal skills, well-presented and professional.

  • Very well-developed presentation skills.

  • The ability to successfully deliver and achieve goals in a target-driven environment.

  • Solid experience and logistical knowledge of the Western Cape Province as business landscape.

  • Fully bi-lingual and eloquent in English and Afrikaans: speak read and write. Isi-Zulu and Isi-Xhosa language abilities highly advantageous.

  • Tenacious and driven, with the ability to multi-task.

  • Fully competent in the MS Office programme, with strong experience in report writing.

  • Compliant with well-developed change-management abilities.

  • The ability to build multi-level business relations with various stakeholders.

  • Trustworthy and ethical with a strong sense of accountability.

  • Valid driver’s license with own reliable transport.