Insure Adviser Assistant

September 5, 2024

PSG Konsult

Kuruman

FULL TIME

Job description:
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
Liaising 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

Minimum Requirements:

Matric
Relevant Bachelors Degree (Bcom in Finance / Business Finance / Investments / Financial Planning Law / Financial Sciences / Investment Management) or BCom (Economics) or BBA / BSc
NQF in short term insurance and RE 5 (Advantageous)
0 – 2 years experience in Financial Services
Computer literacy (MS Office)

Skill sets required:

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

Candidates interested must apply on Indeed by no later than 30 September 2024.
By submitting your application, you are giving PSG Financial Services implicit consent to the storage and processing of your personal information. If you are not contacted within 2 weeks of your application, please accept that your application was unsuccessful.
Job Type: Full-time
Education: