Senior Adviser Assistant

Job description:
To aid the Advisers in all aspects of short-term insurance. 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
Client face-to-face meetings, if necessary, at the Office
Liaising and providing feedback to clients on underwriting progress.
Handling client queries
Managing Claims
Recording details and information on relevant systems
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 Relevant Bachelor's Degree
RE 5 Certificate
3-4 years relevant short term insurance administration experience, knowledge and skills (personal and commercial lines)
Computer literacy (MS Office)

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)
Must have demonstrable experience of working in support of a senior individual and have an understanding of the need for confidentiality

How to apply:
Candidates interested must apply on Indeed no later than 20 August 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
Experience:

Short-term insurance: 3 years (Preferred)

License/Certification:

Degree or NQF 4 Short-term certificate (Required)
RE 5 Certificate (Required)

Location:

Tzaneen, Limpopo (Preferred)

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