Insure Adviser Assistant

Details of the offer

Calling All Finance Graduates!Ready to launch your career in the financial world? Join our exclusive programme and secure a permanent position at PSG.Over 18 months, you will receive world class training and development, guided by seasoned and established advisers and Regional Managers who are committed to your success. This is your golden opportunity to build a thriving career with unmatched support and endless growth potential.Don't just dream about your future in finance—make it happen with PSG Financial Services.Apply now and unlock your potential!What does the programme offer:Permanent employmentAn eighteen-month training and development plan to develop your knowledge and skills to become an adviser whilst permanently employedOn-the-job mentorship and training from established financial advisersSupport, coaching and monitoring from HR, Regional Managers and Heads of Divisions.Job description:To provide assistance to the Short-term Insurance Adviser. The position will focus on personal and commercial lines business.Responsibilities:Liaising with clientsPreparing quotations for new and existing clientsIssuing new policies, renewals and endorsementsBuilding and maintaining good working relationships with clients and internal stakeholdersRecording details and information on the relevant systemsClient face to face meetings if necessary, at the OfficeLiaising and providing feedback to clients of underwriting progress.Handling client queriesManaging ClaimsBridging the gap between the office and insurance companiesMaintaining a good working relationship with insurersReportingManage client retentionUnderstanding policy wording and various productsMinimum Requirements:BCom Degree (Preferably majoring in Information Systems, Analytics and Investment Planning/ Risk Management) or BCom (Economics) / NQF4 Short Term InsuranceRE 5 Certificate0 – 2 years experience in Financial ServicesComputer literacy (MS Office)Skill sets required:Customer ServiceCommunication skills (verbal & written)Time Management skillsProblem solvingAttention to detailTeam playerHow to apply:Candidates interested must apply on Indeed by no later than 10th December 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-timeExperience:insurance industry: 1 year (Preferred)License/Certification:RE 5 certificate (Required)BCom in Finance or similar (Required)Location:Pretoria, Gauteng (Preferred)
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