Insure Adviser Assistant (ADP) | Roodepoort, Gauteng at PSG Konsult Ltd

Job description:

• To provide underwriting assistance to the Advisers. The position will focus on personal and commercial lines business.

Responsibilities:

• Liaising with clients.
• General administration.
• Preparing quotations for new and existing clients.
• Issuing new policies, and processing endorsements.
• Building and maintaining good working relationships with clients and internal stakeholders.
• Handle claims – register, collate documentation and follow up.
• Maintaining a good working relationship with insurers.
• Reporting on case and workflow progress.
• Understanding policy wording and various products.
• Obtaining updated client contact and static details and recording this on CRM.

Minimum Requirements:

• Matric
• Degree/NQF5 in Short Term Insurance
• Regulatory examination 1 (Representatives) RE5 will be advantageous
• Proficient on both spoken and written English, and at least one other of the official South African languages
• A minimum of 1 – 2 years working experience within the Insurance industry

Competencies:

• Good administration, organisation, and planning skills
• Good multi-tasking and time management skills
• Reliable, adaptable, and resilient
• Client-focused with good interpersonal skills