Insure Adviser Assistant | Warmbad (Bela Bela), Limpopo at PSG Konsult Ltd

Job description:

• To provide assistance to the Advisers. The position will focus on personal and 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
• Recording details and information on relevant systems
• Building and maintaining good working relationships with clients and internal stakeholders
• 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:

• Matric
• Relevant Bachelors Degree (BCom in Finance / Business Finance / Investments / Financial Planning Law / Financial Sciences / Investment Management) or BCom (Economics) or BBA / BSc
• NQF in short term insurance and RE 5 (Advantageous)
• 0 – 2 years’ experience in Financial Services
•  Computer literacy (MS Office)

Skill sets required:

• Empathy
• Integrity
• Resilient
• Responsibility
• Attention to detail
• Ability to operate independently
• Good verbal and written communication skills
• Good administration skills
• Excellent planning and organizing skills
• Problem solving and analysis
• Time management skills
• Good negotiation skills.
• Strong work ethic, able to work with high volumes of pressure
• Highly client focused with good interpersonal skills (Customer Service)
• Teamwork