Business Solutions Advisor (Insurance Industry)
Benefits: | Bonuses |
Location: | Cape Town |
Reference: | #PTA000050/Candi |
Company: | Finding Personnel |
Our client is seeking a dynamic and driven business solutions advisor to join their innovative and fast-paced team. This role is geared towards individuals with a go-getter attitude, exceptional problem-solving abilities, and a passion for working with high-end clients and strategic partners. The ideal candidate is adaptable, hands-on, and thrives in a client-facing environment where professionalism, creativity, and detail orientation are key.
Key responsibilities:- Engage with high-value clients, investors, and business partners to deliver tailored risk and insurance solutions.
- Present product offerings and business solutions confidently through professional and compelling presentations.
- Identify and pursue new business opportunities and partnerships to drive growth.
- Work closely with stakeholders to understand their needs and develop innovative, process-driven solutions.
- Manage challenging client relationships with diplomacy, patience, and professionalism
- Collaborate with internal teams to streamline processes and improve client service delivery.
- Assist in the implementation and continuous improvement of administrative and operational functions.
- Stay adaptable to industry changes and client expectations, adjusting strategies accordingly.
- Participate in ongoing training on specialised products including cyber insurance, business rescue solutions, and medical malpractice claims.
- Engage with high-value clients, investors, and business partners to deliver tailored risk and insurance solutions.
- Present product offerings and business solutions confidently through professional and compelling presentations.
- Identify and pursue new business opportunities and partnerships to drive growth.
- Work closely with stakeholders to understand their needs and develop innovative, process-driven solutions.
- Manage challenging client relationships with diplomacy, patience, and professionalism
- Collaborate with internal teams to streamline processes and improve client service delivery.
- Assist in the implementation and continuous improvement of administrative and operational functions.
- Stay adaptable to industry changes and client expectations, adjusting strategies accordingly.
- Participate in ongoing training on specialised products including cyber insurance, business rescue solutions, and medical malpractice claims.
Qualifications and required skillsMinimum requirements- Grade 12 / Matric (NQF4 or equivalent)
- RE5 Certificate (Regulatory Examination for Representatives)
- FAIS-compliant and fit & proper as per FSCA standards
Experience:- 5-10 years’ experience in an insurance advisory role.
- Exposure to high-net-worth and/or commercial client portfolios is advantageous.
- Background or interest in cyber insurance, business rescue, and/or medical malpractice insurance is a bonus.
- Clear criminal and credit record.
Skills and attributes- A go-getter attitude with high energy and self-motivation.
- Excellent communication and interpersonal skills.
- Strong problem-solving capabilities and strategic thinking.
- Meticulous attention to detail and organisational skills.
- Ability to work under pressure and manage multiple client accounts simultaneously.
- Confident in creating and delivering professional presentations.
- Creative and innovative mindset, with the ability to suggest and implement process improvements.
- Strong administrative capabilities and a hands-on approach to daily tasks and Ability to adapt quickly to change and work in a fast-evolving environment.
Posted on 09 Apr 11:17, Closing date 9 May