69 Insurance Specialist jobs in South Africa
Insurance Specialist
Posted today
Job Viewed
Job Description
As our business continues to thrive and expand, we are searching for exceptional individuals to become part of the Sigma Family as Customer Service Advisors. Before delving into the details of this role, let us explain why joining us at Sigma is a fantastic opportunity.
Who are the Sigma Family?
At Sigma, we stand out and were acknowledged in May 2023 by the Sunday Times as one of the Best Places to Work - voted by our people.
Our core mission is to #ImproveEverythingAlways, with a strong focus on our people. That's why we are seeking exceptional individuals to join us and represent our clients, delivering top-tier customer service across various industries.
What being a part of the Sigma Family means for you
Career development and opportunities to apply for internal promotions following your probationary period.
Monthly, Quarterly and Annual awards with marvelous prizes.
Resources such as the Employee Assistance Program (EAP) and Mental Health First Aiders to support you when life might not be going quite as you expected.
Receive a tree in the Sigma Forest when you pass probation. This will allow you to review how your tree is reducing your carbon footprint.
Medical Insurance - Covers doctor visits, optometrist appointments and dental assistance, funeral cover, Group Life Cover, which are all Free from the Sigma Family to you.
Transportation Benefits - Accommodate making your traveling journey to work easier with the amazing shuttle services that we offer our employees.
Join communities and collaborate with your colleagues on our internal Social Media platform.
The opportunity to be a part of an equal, diverse, and inclusive workplace - all amazing people are welcome in the Sigma Family.
What Your Day-to-Day will Look Like
You'll be working from offices based in Woodstock, Cape Town. You will be responsible for handling inbound calls from customers who are seeking to set up a new insurance policy or who have additional questions from an online query. Alongside, the successful applicant will be required to respond to all incoming and outbound calls in a professional, courteous, and friendly manner using the relevant campaign guidelines, scripts and systems.
With frequent calls, the pace is quick, ensuring a dynamic day assisting numerous people daily. You will work towards team goals and have a comfortable office setup at home, virtually connected with your team during shifts.
Full training and ongoing coaching are provided throughout your career. While prior knowledge is not expected, you will need to have a willingness to learn and a drive to excel. If you possess these qualities, you are going to thrive here
What Amazing People Will Bring to the Role
You are someone who is dedicated to providing outstanding customer service. Your commitment to your role shines through as you genuinely enjoy assisting people with their concerns, possessing excellent listening, communication, and empathy skills. Confidently, you engage with individuals to address customer inquiries and conflicts. Adapting to change comes naturally to you, comfortable both in independent work and team settings. Striving towards KPIs, you welcome feedback and maintain a positive outlook. You excel under pressure, diligently tracking your targets in a fast-paced work environment.
Requirements
- Grade 12 highest qualification - passed
- 1 years' sales experience, insurance experience would be advantageous
- Clear credit and criminal record is essential
- Effective written and verbal communication skills
- Accuracy and attention to detail is essential
- Ability to work well under pressure and meet required deadlines
- Track record of delivering results and exceeding stretching targets
Simple and Straight Forward Recruitment.
We believe in a straightforward approach and don't believe in unnecessary hurdles for candidates. After sending us your CV, if we find a fitting position, we'll reach out for a brief phone chat. If you match what we're looking for in a new Sigma Family member, you'll be invited to a Talent Session or a one-on-one interview. If successful, you'll receive a start date and our fantastic onboarding team will get you ready for your first day.
Supporting our future people.
If you need any assistance or adjustments at any point during recruitment, feel free to let us know.
If you like the sound of being part of the Sigma Family then don't wait and get applying
Insurance Specialist
Posted today
Job Viewed
Job Description
What being part of the Sigma Family means for you:
As our business continues to thrive and expand, we are searching for exceptional individuals to become part of the Sigma Family as Customer Service Advisors. Before delving into the details of this role, let us explain why joining us at Sigma is a fantastic opportunity.
Who are the Sigma Family?
At Sigma, we stand out and were acknowledged in May 2023 by the Sunday Times as one of the Best Places to Work - voted by our people.
Our core mission is to #ImproveEverythingAlways, with a strong focus on our people. That's why we are seeking exceptional individuals to join us and represent our clients, delivering top-tier customer service across various industries.
What being a part of the Sigma Family means for you
Career development and opportunities to apply for internal promotions following your probationary period.
Monthly, Quarterly and Annual awards with marvelous prizes.
Resources such as the Employee Assistance Program (EAP) and Mental Health First Aiders to support you when life might not be going quite as you expected.
Receive a tree in the Sigma Forest when you pass probation. This will allow you to review how your tree is reducing your carbon footprint.
Medical Insurance – Covers doctor visits, optometrist appointments and dental assistance, funeral cover, Group Life Cover, which are all Free from the Sigma Family to you.
Transportation Benefits – Accommodate making your traveling journey to work easier with the amazing shuttle services that we offer our employees.
Join communities and collaborate with your colleagues on our internal Social Media platform.
The opportunity to be a part of an equal, diverse, and inclusive workplace – all amazing people are welcome in the Sigma Family.
A bit more about the Opportunity.:
What Your Day-to-Day will Look Like:
You'll be working from offices based in Woodstock, Cape Town. You will be responsible for handling inbound calls from customers who are seeking to set up a new insurance policy or who have additional questions from an online query. Alongside, the successful applicant will be required to respond to all incoming and outbound calls in a professional, courteous, and friendly manner using the relevant campaign guidelines, scripts and systems.
With frequent calls, the pace is quick, ensuring a dynamic day assisting numerous people daily. You will work towards team goals and have a comfortable office setup at home, virtually connected with your team during shifts.
Full training and ongoing coaching are provided throughout your career. While prior knowledge is not expected, you will need to have a willingness to learn and a drive to excel. If you possess these qualities, you are going to thrive here
What amazing People will bring to the role:
What Amazing People Will Bring to the Role:
You are someone who is dedicated to providing outstanding customer service. Your commitment to your role shines through as you genuinely enjoy assisting people with their concerns, possessing excellent listening, communication, and empathy skills. Confidently, you engage with individuals to address customer inquiries and conflicts. Adapting to change comes naturally to you, comfortable both in independent work and team settings. Striving towards KPIs, you welcome feedback and maintain a positive outlook. You excel under pressure, diligently tracking your targets in a fast-paced work environment.
Requirements:
- Grade 12 highest qualification – passed
- 1 years' sales experience, insurance experience would be advantageous
- Clear credit and criminal record is essential
- Effective written and verbal communication skills
- Accuracy and attention to detail is essential
- Ability to work well under pressure and meet required deadlines
- Track record of delivering results and exceeding stretching targets
Simple and Straight Forward Recruitment.
We believe in a straightforward approach and don't believe in unnecessary hurdles for candidates. After sending us your CV, if we find a fitting position, we'll reach out for a brief phone chat. If you match what we're looking for in a new Sigma Family member, you'll be invited to a Talent Session or a one-on-one interview. If successful, you'll receive a start date and our fantastic onboarding team will get you ready for your first day.
Supporting our future people.
If you need any assistance or adjustments at any point during recruitment, feel free to let us know.
If you like the sound of being part of the Sigma Family then don't wait and get applying
Insurance Specialist
Posted today
Job Viewed
Job Description
Company Description
At Bsure Insurance Advisors, we are redefining insurance through our expertise in tailored solutions. By leveraging in-house technology and partnerships with South Africa's top insurers, we offer efficient and unbiased options for motor, home, portable, recreational, and business insurance. We are devoted to providing transparent, comprehensive information and exceptional service, empowering you to make confident decisions that perfectly suit your unique insurance requirements.
Role Description
This is a full-time on-site role for an Insurance Specialist located in Bedfordview. The Insurance Specialist will be responsible for assessing clients' insurance needs, providing advice on suitable policies, processing applications, and handling renewals and claims. The role involves daily communication with clients, liaising with insurance companies, and ensuring excellent customer service and satisfaction.
Qualifications
- Insurance and Insurance Brokerage skills
- Finance and Communication skills
- Customer Service and excellent interpersonal skills
- Strong analytical and problem-solving abilities
- Proficiency in using insurance software and tools
- Relevant certification or qualification in insurance is a plus
- Previous experience in the insurance industry is beneficial
Commercial Insurance Specialist
Posted today
Job Viewed
Job Description
Let's Write Africa's Story Together
Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.
Job Description
Provide quality direct sales service that results in the production of business from new and existing sources, which contributes to the profitability and growth of the company. The roles are based in Western Cape.
Provide quality direct sales service that results in the production of business from new and existing sources.
- Identify and execute on innovative methods to build own insurance portfolio.
- Prospect for new clients through networking, cold-calling and door to door canvassing.
- Manage and drive portfolio profitability and growth by ensuring that on-going service and support (amendments, renewals, and claims) provided to clients is delivered on time and improves the quality of the business underwritten.
- Conduct a comprehensive risk evaluation for the client.
- Provide solutions to clients by selling non-life products aligned to their needs.
- Continuously build client base to secure future portfolio growth.
- Identify and action on cross & up selling opportunities across all products.
- Sell according to agreed targets for the day, week and month.
- Maintain minimum agreed quote volumes.
- Maintain a minimum agreed quote to sales ratio.
- Maintain an agreed NTU – and Cancellation ratio.
- Perform after sales service tasks according to allocated portfolio of customers.
- Monitor and resolve escalated client queries and complaints timeously.
- Manage relationships with clients and ensure that Service Level Agreement standards are met or exceeded in all engagements.
- Retain existing business including renewal discussion in line business process and FAIS Code of Conduct.
- Create collaborative relationships with other departments (underwriting/pricing, and claims) to determine process improvements designed to enhance the customer experience and create easy, value peace of mind.
- Manage time and workloads to ensure that deadlines and targets are met.
Quality service delivery
- Manage the end-to-end customer experience for new and existing business by providing first line support to resolve queries.
- Proactively suggest improvements in service and relations where applicable.
- Contribute to a service culture which builds rewarding relationships, proposes innovations and allows others to provide exceptional service.
Cost control and governance adherence
- Proactively ensure the use of time, resources, money, materials or equipment is in line with organizational policies and procedures.
- Comply with corporate governance policies, procedures and standards.
- Operate within agreed mandates.
Quality people practices
- Align own behavior with the organization's culture and values.
- Share and transfer product, process and systems knowledge to colleagues and team members.
- Collaborate and work with the OMI team to deliver required service levels.
- Actively participate in the OMI team to ensure functional balanced scorecard objectives are achieved.
- Ensure achievement of own performance objectives.
- Actively participate in own professional development and career path.
Qualifications And Experience
- Grade 12 or National Senior Certificate.
- FAIS Compliant in Non-life Commercial product category.
- Minimum of 2 years' experience in non-life insurance.
Competencies
- Strategic: Is able to understand, identify and act on broader opportunities in order to drive longer term, value-adding change. Applies judgement effectively. Identifies and acts on market and/or competitor trends/opportunities.
- Customer: Putting the customer at the heart of business decisions and driving to improve value for customers.
- Collaboration: Creates trust, respect and builds meaningful relationships. Able to handle a wide range of relational challenges to ensure collaboration across boundaries.
- Leading with Influence: Influences and rallies people behind common goals; actively supports growth and inspires others to exceed expectations. Communicates clear strategies and objectives for own function.
FAIS Compliant in Non-life Commercial product category.
A Valid Driver's License with own reliable transport required for the role.
Skills
Competencies
Builds Networks
Business Insight
Communicates Effectively
Customer Focus
Decision Quality
Ensures Accountability
Manages Complexity
Plans and Aligns
Education
Closing Date
29 November 2025 , 23:59
The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.
The Old Mutual Story
MiBusiness Insurance Specialist
Posted today
Job Viewed
Job Description
Who are we?
Miway is a direct financial services company. We are passionate about service excellence, convenience and offering our clients superior value products. Our Vision is to be a world-class direct financial services business that offers a complete array of services under one convenient umbrella – all managed online. We are positive that with the right people on board, we will continue to grow and give our clients the freedom to do things their way – free from worry and most importantly at peace with all the "what-ifs" of the world. Company values that every employee subscribes to are: Energy, Creativity, Accountability and Attitude. The ideal candidate is one who has the courage to be bold and subscribes to Miway's core values Do you have a positive attitude, love a challenge, treat your colleagues with respect and look for solutions, not problems? If yes, then Miway is the place for you
What will you do?
We are looking for full-time Commercial and Personal Lines Insurance Specialists to join our team. This role will be hybrid, based in KZN.
The Commercial and Personal Lines Insurance Specialist will work with clients to identify their insurance needs and sell appropriate policies. The ideal candidate will be required to build and maintain relationships with clients, provide exceptional customer service and possess strong negotiation skills. The role offers a Competitive Remuneration model with attractive commission and tools of the trade
Minimum Qualification Required
- NQF4/Matric/Standard 10
- FAIS credits/Full Insurance Qualifications (depending on Dofa)
- Financial Services Board Regulatory Exams (RE5) completed
- Must have your own reliable transport
- Valid code B driver's license
Minimum Experience
- Minimum 2 years' experience in the commercial insurance industry
- Minimum 2 years' experience in face-to-face business
Deliverables include, but will not be limited to
- To deliver on business strategies and key deliverables
- To actively source and grow your portfolio of clients
- To provide world class service to your portfolio of clients, thereby ensuring a low lapse rate
- To screen new business and ensure that your portfolio does not pose a threat to Miway's risk pool
Competencies Required
- Must be highly proficient in dealing with customers and staff at all levels
- Excellent administrative skills
- Ability to plan and manage time efficiently
- Results oriented
- Self-disciplined and ability to work under pressure
- Self-motivated and desire to excel
- Analytical and organised
- Problem solving skills and solution oriented
- Flexibility
- Ability to multi-task and attention to detail
- Professional and organised
- Excellent Excel and PowerPoint skill
Knowledge and Skills
New business targets
Existing business processing
Appointment preparation
Client appointments and liaison
Partnership Building
Personal Attributes
Optimises work processes - Contributing independently
Interpersonal savvy - Contributing independently
Decision quality - Contributing independently
Business insight - Contributing independently
Build a successful career with us
We're all about building strong, lasting relationships with our employees. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping our employees to realise their worth. Through its five business clusters – Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.
Core Competencies
Cultivates innovation - Contributing independently
Customer focus - Contributing independently
Drives results - Contributing independently
Collaborates - Contributing independently
Being resilient - Contributing independently
Turnaround time
The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers.
Our commitment to transformation
At Miway we believe in cultivating a positive and dynamic working environment that gives you freedom and opportunity to succeed. Miway is committed to transformation and embracing diversity. This is what drives us to achieve a multicultural workplace with employment equity as a key goal to create an inclusive workforce, reflective of the demographics of our society.
MiBusiness Insurance Specialist
Posted today
Job Viewed
Job Description
Who are we?
Miway is a direct financial services company. We are passionate about service excellence, convenience and offering our clients superior value products. Our Vision is to be a world-class direct financial services business that offers a complete array of services under one convenient umbrella – all managed online. We are positive that with the right people on board, we will continue to grow and give our clients the freedom to do things their way – free from worry and most importantly at peace with all the "what-ifs" of the world. Company values that every employee subscribes to are: Energy, Creativity, Accountability and Attitude. The ideal candidate is one who has the courage to be bold and subscribes to Miway's core values Do you have a positive attitude, love a challenge, treat your colleagues with respect and look for solutions, not problems? If yes, then Miway is the place for you
What will you do?
We are looking for full-time Commercial and Personal Lines Insurance Specialists to join our team. This role will be hybrid, based in Gauteng North.
The Commercial and Personal Lines Insurance Specialist will work with clients to identify their insurance needs and sell appropriate policies. The ideal candidate will be required to build and maintain relationships with clients, provide exceptional customer service and possess strong negotiation skills. The role offers a Competitive Remuneration model with attractive commission and tools of the trade
Minimum Qualification Required
- NQF4/Matric/Standard 10
- FAIS credits/Full Insurance Qualifications (depending on Dofa)
- Financial Services Board Regulatory Exams (RE5) completed
- Must have your own reliable transport
- Valid code B driver's license
Minimum Experience
- Minimum 2 years' experience in the commercial insurance industry
- Minimum 2 years' experience in face-to-face business
Deliverables include, but will not be limited to
- To deliver on business strategies and key deliverables
- To actively source and grow your portfolio of clients
- To provide world class service to your portfolio of clients, thereby ensuring a low lapse rate
- To screen new business and ensure that your portfolio does not pose a threat to Miway's risk pool
Competencies Required
- Must be highly proficient in dealing with customers and staff at all levels
- Excellent administrative skills
- Ability to plan and manage time efficiently
- Results oriented
- Self-disciplined and ability to work under pressure
- Self-motivated and desire to excel
- Analytical and organised
- Problem solving skills and solution oriented
- Flexibility
- Ability to multi-task and attention to detail
- Professional and organised
- Excellent Excel and PowerPoint skill
Knowledge and Skills
New business targets
New Business processing
Appointment preparation and making
Client appointments and liaison
Client relationship management
Personal Attributes
Persuades - Contributing dependently
Interpersonal savvy - Contributing dependently
Decision quality - Contributing dependently
Self-development - Contributing dependently
Build a successful career with us
We're all about building strong, lasting relationships with our employees. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping our employees to realise their worth. Through its five business clusters – Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.
Core Competencies
Being resilient - Contributing dependently
Collaborates - Contributing dependently
Customer focus - Contributing dependently
Cultivates innovation - Contributing dependently
Drives results - Contributing dependently
Turnaround time
The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers. DEADLINE TO APPLY: 14 October 2025
Our commitment to transformation
At Miway we believe in cultivating a positive and dynamic working environment that gives you freedom and opportunity to succeed. Miway is committed to transformation and embracing diversity. This is what drives us to achieve a multicultural workplace with employment equity as a key goal to create an inclusive workforce, reflective of the demographics of our society.
MiBusiness Insurance Specialist
Posted today
Job Viewed
Job Description
Who are we?
Miway is a direct financial services company. We are passionate about service excellence, convenience and offering our clients superior value products. Our Vision is to be a world-class direct financial services business that offers a complete array of services under one convenient umbrella – all managed online. We are positive that with the right people on board, we will continue to grow and give our clients the freedom to do things their way – free from worry and most importantly at peace with all the "what-ifs" of the world. Company values that every employee subscribes to are: Energy, Creativity, Accountability and Attitude. The ideal candidate is one who has the courage to be bold and subscribes to Miway's core values Do you have a positive attitude, love a challenge, treat your colleagues with respect and look for solutions, not problems? If yes, then Miway is the place for you
What will you do?
We are looking for full-time Commercial and Personal Lines Insurance Specialists to join our team. This role will be hybrid, based in Gauteng South.
The Commercial and Personal Lines Insurance Specialist will work with clients to identify their insurance needs and sell appropriate policies. The ideal candidate will be required to build and maintain relationships with clients, provide exceptional customer service and possess strong negotiation skills. The role offers a Competitive Remuneration model with attractive commission and tools of the trade
Minimum Qualification Required
- NQF4/Matric/Standard 10
- FAIS credits/Full Insurance Qualifications (depending on Dofa)
- Financial Services Board Regulatory Exams (RE5) completed
- Must have your own reliable transport
- Valid code B driver's license
Minimum Experience
- Minimum 2 years' experience in the commercial insurance industry
- Minimum 2 years' experience in face-to-face business
Deliverables include, but will not be limited to
- To deliver on business strategies and key deliverables
- To actively source and grow your portfolio of clients
- To provide world class service to your portfolio of clients, thereby ensuring a low lapse rate
- To screen new business and ensure that your portfolio does not pose a threat to Miway's risk pool
Competencies Required
- Must be highly proficient in dealing with customers and staff at all levels
- Excellent administrative skills
- Ability to plan and manage time efficiently
- Results oriented
- Self-disciplined and ability to work under pressure
- Self-motivated and desire to excel
- Analytical and organised
- Problem solving skills and solution oriented
- Flexibility
- Ability to multi-task and attention to detail
- Professional and organised
- Excellent Excel and PowerPoint skill
Knowledge and Skills
New business targets
New Business processing
Appointment preparation and making
Client appointments and liaison
Client relationship management
Personal Attributes
Persuades - Contributing dependently
Interpersonal savvy - Contributing dependently
Decision quality - Contributing dependently
Self-development - Contributing dependently
Build a successful career with us
We're all about building strong, lasting relationships with our employees. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping our employees to realise their worth. Through its five business clusters – Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.
Core Competencies
Being resilient - Contributing dependently
Collaborates - Contributing dependently
Customer focus - Contributing dependently
Cultivates innovation - Contributing dependently
Drives results - Contributing dependently
Turnaround time
The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers. DEADLINE TO APPLY: 14 October 2025
Our commitment to transformation
At Miway we believe in cultivating a positive and dynamic working environment that gives you freedom and opportunity to succeed. Miway is committed to transformation and embracing diversity. This is what drives us to achieve a multicultural workplace with employment equity as a key goal to create an inclusive workforce, reflective of the demographics of our society.
Be The First To Know
About the latest Insurance specialist Jobs in South Africa !
Commercial Insurance Specialist
Posted today
Job Viewed
Job Description
Job Description
.
Provide quality direct sales service that results in the production of business from new and existing sources, which contributes to the profitability and growth of the company.
Provide quality direct sales service that results in the production of business from new and existing sources.
- Identify and execute on innovative methods to build own insurance portfolio.
- Prospect for new clients through networking, cold-calling and door to door canvassing.
- Manage and drive portfolio profitability and growth by ensuring that on-going service and support (amendments, renewals, and claims) provided to clients is delivered on time and improves the quality of the business underwritten.
- Conduct a comprehensive risk evaluation for the client.
- Provide solutions to clients by selling non-life products aligned to their needs.
- Continuously build client base to secure future portfolio growth.
- Identify and action on cross & up selling opportunities across all products.
- Sell according to agreed targets for the day, week and month.
- Maintain minimum agreed quote volumes.
- Maintain a minimum agreed quote to sales ratio.
- Maintain an agreed NTU – and Cancellation ratio.
- Perform after sales service tasks according to allocated portfolio of customers.
- Monitor and resolve escalated client queries and complaints timeously.
- Manage relationships with clients and ensure that Service Level Agreement standards are met or exceeded in all engagements.
- Retain existing business including renewal discussion in line business process and FAIS Code of Conduct.
- Create collaborative relationships with other departments (underwriting/pricing, and claims) to determine process improvements designed to enhance the customer experience and create easy, value peace of mind.
- Manage time and workloads to ensure that deadlines and targets are met.
Quality service delivery
- Manage the end-to-end customer experience for new and existing business by providing first line support to resolve queries.
- Proactively suggest improvements in service and relations where applicable.
- Contribute to a service culture which builds rewarding relationships, proposes innovations and allows others to provide exceptional service.
Cost control and governance adherence
- Proactively ensure the use of time, resources, money, materials or equipment is in line with organizational policies and procedures.
- Comply with corporate governance policies, procedures and standards.
- Operate within agreed mandates.
Quality people practices
- Align own behavior with the organization's culture and values.
- Share and transfer product, process and systems knowledge to colleagues and team members.
- Collaborate and work with the OMI team to deliver required service levels.
- Actively participate in the OMI team to ensure functional balanced scorecard objectives are achieved.
- Ensure achievement of own performance objectives.
- Actively participate in own professional development and career path.
Minimum Requirements
FAIS Compliant in Non-life Commercial product category.
A Valid Driver's License with own reliable transport required for the role
Skills
Competencies
Builds Networks Business Insight Communicates Effectively Customer Focus Decision QualityEnsures Accountability Manages Complexity Plans and Aligns
Education
Matriculation Certificate (Matric)
Closing Date
29 November 2025, 23:59
Finance & Insurance Specialist
Posted today
Job Viewed
Job Description
Purpose
The Finance & Insurance (F&I) Specialist at WeBuyCars manages the full finance and insurance function, ensuring compliance and delivering exceptional customer service. The role combines sales drive, analytical thinking, and operational discipline to achieve finance and product targets with integrity and accuracy.
Application Link
-
Responsibilities
- Manage the full F&I process, ensuring compliance and maximizing sales.
- Build strong relationships with customers, staff, banks, and partners.
- Ensure strict adherence to FICA, FAIS, NCA, and POPI.
- Promote products, manage leads, monitor performance, and drive targets.
- Stay current with qualifications, training, and coaching.
Skills & Competencies
- Analytical, detail-oriented, and target-driven.
- Resilient, adaptable, and self-motivated.
- Strong organisational, administrative, and communication skills.
- High EQ, approachable, and a team player.
- Integrity and professionalism at all times.
Requirements
Assistant / Entry Level:
- Matric with strong Math (NCA course an advantage).
- Passion for finance & automotive industry; sales experience an advantage.
Experienced F&I Specialists:
- NCA Accreditation, RE5, DOFA registration, and 120 NCETA credits.
- Banking/insurance F&I experience (floor or supervised).
- Strong compliance knowledge and ability to manage high-volume deals.
General Information
- Availability to work Sundays.
- Location - Nationwide branches & Pretoria Head Office.
Group Insurance Pricing Specialist
Posted today
Job Viewed
Job Description
Introduction
Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations.
We help people grow their savings, protect what matters to them and invest for the future. We help companies and organisations care for and reward their employees and members. Through our own network of advisers or via independent brokers and utilising new platforms Momentum Metropolitan provides practical financial solutions for people, communities and businesses. Visit us at
Disclaimer
As an applicant, please verify the legitimacy of this job advert on our company career page.
Role Purpose
The purpose of this role is to price and manage the risk in respect of new and existing business to ensure profitability and sustainability. The area is a high-pressure environment and the suitable candidate needs to be able to produce high-quality work while ensuring that tight deadlines are met.
Requirements
Experience and Qualifications
Minimum matric with exemption, including Mathematics (Pure) and Accounting/Physical Science.A
Bachelor's degree in Commerce, Mathematics, or Statistics is preferable.
2-5 years' work experience in the Insurance, Employee Benefits, or other Financial Services industry is preferable, but not a prerequisite.
Work experience in Group Risk pricing is preferable, but not a prerequisite.
Proficient in MS Word and MS Excel.
MS Access, SQL, or Visual Basic experience will be an advantage.
Duties & Responsibilities
Internal Process
Screening and analysing new and existing business pricing requests.
Gathering, assessing and analysing all relevant information needed to produce a new business tender or rate renewal.
Review existing business premium rates, terms and conditions. Compiling, analysing and monitoring claims experience for new and existing business.
Assessing and calculating the risk rate and underwriting requirements for the products requested, utilising the current pricing tools.
Determining suitable terms and conditions in order to effectively manage risk.
Extracting data from existing systems, as well as validation and manipulation of the data.
Accurate recording of data for business intelligence and reporting.
Consider wider topics of risk management such as occupational and industry risks.
Internal and external client liaison/collaboration with regards to rates, products and other risk issues.
Build and improve current models and internal processes.
Assisting with ad hoc projects and calculations, e.g. Disability buy-outs, profit sharing calculations and reinsurance comparisons.
Assist with risk calculations and provide technical support to the FundsAtWork Pricing department.
Ensure that all authorisation protocols, tools and systems are adhered to and are used correctly and effectively.
Client
Build a strong relationship with the sales channel so that existing business is retained at profitable rates while new business is secured with appropriate margins.
Build and maintain relationships with relevant organisation's to ensure in-depth knowledge of all related acts, regulations and regulatory frameworks.
Compile, monitor and deliver on service level agreements with internal and external stakeholders to meet or exceed client expectations.
Ensure satisfactory resolution of all queries and problems.
Participate in the design and application of a stakeholder feedback capability in respect of service delivery.
Track and address Product Pricing related complaints and identify trends and major issues to be addressed.
People
Enhance the image of MMH through professional client liaison:
Internally and externally with other Departments/ Brokers/ Employers/ Members/ Reinsurers.
Work together with consultants to support client retention and new business acquisition via excellent customer service and maintaining excellent client and broker relationships.
Provide technical pricing guidance and support to the Sales Channel and other departments.
Finance
Ensure rates and underwriting requirements provided mitigate financial risks.
Increase profits and ensure rates provided are sustainable.
Contribute towards reducing departmental operating costs.
Competencies
Analytical thinking (including problem identification and problem analysis).
Attention to detail.
Be able to work well independently and also within a team.
Excellent people skills.
Self-management and accountability.
Live and uphold the MMH values.
Quality and service-oriented.
Excellent communication and presentation skills (written and oral).
Good judgment, effective decision-making and problem-solving.
Data management skills.
Time management, flexibility, and adaptability.
Planning and organizing.