Designation: Insure Adviser Assistant | Warmbad (Bela Bela), Limpopo
Category: Administration and Operations
Job Level: Semi-skilled and discretionary decision making
Posted by: PSG Financial Services
Posted on: 08 Jul 2024
Reference Number: POS37905
Closing date: 15-Oct-2024
Position Type: Permanent
Location: Warmbad Luna Road
Overview:
PSGs commitment to transform and embrace diversity is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce. In achieving our employment equity goals, we give preference to applicants from designated groups, and we encourage people with disability to apply.
Job description:
To provide underwriting assistance to the Advisers. The position will focus on Personal & 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
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:
NQF4 in short term insurance or bachelor's degree
2-3 years relevant short term insurance administration experience, knowledge and skills (commercial lines)
Proficient in both spoken and written English and at least one other of the official South African languages
Computer literacy (MS Office)
Driver's license & own vehicle
Skill sets required:
Planning and organising skills
Time management skills
Highly client focused with good interpersonal skills
Resilient with a good level of stress tolerance
Communication skills (verbal and written)
How to apply:
Candidates interested must apply on the PSG Careers website https://www.psg.co.za OR browse vacancies https://bit.ly/3bD2iAK by no later than 26 July 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.
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