Job Opportunities in South Africa
August 1, 2024
PSG Wealth Financial Planning
Graaff-Reinet
FULL TIME
Insure Adviser Assistant
Job description:
To provide assistance to the Advisers. The position will focus on personal and commercial lines business.
Responsibilities:
Ability to commute/relocate:
To provide assistance to the Advisers. The position will focus on personal and commercial lines business.
Responsibilities:
- Liaising with clients
- Preparing quotations for new and existing clients
- Issuing new policies, renewals and endorsements
- Building and maintaining good working relationships with clients and internal stakeholders
- Recording details and information on the relevant systems
- Client face to face meetings if necessary, at the Office
- Liasing and providing feedback to clients of underwriting progress.
- Handling client queries
- Managing Claims
- Recording details and information on relevant systems
- Building and maintaining good working relationships with clients and internal stakeholders
- Bridging the gap between the office and insurance companies
- Maintaining a good working relationship with insurers
- Reporting
- Manage client retention
- Understanding policy wording and various products
- Matric
- NQF in short term insurance and
- RE 5 Certificate
- 0 – 2 years experience in Financial Services
- Computer literacy (MS Office)
- Empathy
- Integrity
- Resilient
- Responsibility
- Attention to detail
- Ability to operate independently
- Good verbal and written communication skills
- Good administration skills
- Excellent planning and organizing skills
- Problem solving and analysis
- Time management skills
- Good negotiation skills.
- Strong work ethic, able to work with high volumes of pressure
- Highly client focused with good interpersonal skills (Customer Service)
- Teamwork
Ability to commute/relocate:
- Graaff Reinet, Eastern Cape: Reliably commute or planning to relocate before starting work (Required)
- Do you have a BCOM ?
- Bachelors (Required)
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