Administrative Assistant at PSG Wealth Financial Planning (Pty) Ltd

The Administrative Assistant will be responsible to provide administrative assistance support to the Insurance Advisers

Responsibilities:

• Data capturing of confidential information into the business systems
• Recordkeeping (electronic)
• Provide administrative and secretarial support
• Assist with diary management
• Assistance with the switchboard
• Liaising with clients
• Prepare new business and Personal quotes
• Issuing new policies, renewals, and endorsements
• Negotiating renewal terms and preparing the renewal documentation

Skill sets required:

• Grade 12
• Computer literate (MS Outlook, Excel, and Word)
• Previous data capturing, secretarial and administrative experience
• Successfully completed the RE 5 Examination (Representatives)
• NQF Level 4 Short Term Insurance qualification, alternatively studying towards such a qualification
• A minimum of one (1) years´ working experience within Insurance Company
• A minimum of one (1) years´ underwriting experience
• Good verbal and written communication skills (Afrikaans and English)
• Good administration, organisation, and planning skills
• Good multi-tasking and time management skills
• Highly reliable, adaptable, and resilient
• Bilingual in Afrikaans and English
• Interpersonal skills
• Problem solving and negotiation skills
• Planning and organizing