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  • Posted: Jun 6, 2023
    Deadline: Jun 19, 2023
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    PSG is a leading independent financial services group, with an extensive national footprint and Namibian presence. We have been in operation since 1998, and offer a value-orientated approach to our clients' financial needs, from asset and wealth management to insurance. PSG has more than 250 offices throughout South Africa, and two offices in Windhoek. Ou...
    Read more about this company

     

    Insure Adviser Assistant | Lephalale

    Job description:

    • To provide underwriting 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
    • Claims responsibilities

     Minimum requirements:

    • NQF4 in short term insurance or Finance related qualification
    • Relevant short term insurance administration experience, knowledge, and skills (personal lines)
    • Proficient in both spoken and written English and at least one other of the official South African languages
    • Computer literacy (MS Office)

     Competencies 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)

    go to method of application »

    Insure Adviser Assistant | Mpumalanga

    Job description:

    • To provide underwriting assistance to the Advisers. The position will focus on 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

    Minimum requirements:

    • NQF4 in short term insurance or Bachelors Degree
    • 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)

    Recommended requirements:

    • Regulatory examination 1 (Representatives) RE5 successfully completed.

    Competencies 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)

    go to method of application »

    Insure Adviser Assistant | Warmbad, Gauteng

    Job description:

    • PSG is recruiting for an Insure Adviser Assistant who would be responsible for selling and administrating of short-term insurance products and services to clients.

    Responsibilities:

    • Advise clients on short-term insurance needs and products
    • Request quotations for clients and closing thereof
    • Monitor and analysing of results and reports
    • Retention of existing business
    • Follow up on claims and underwriting
    • Follow up on leads
    • Build a solid client base
    • Renewals of policies
    • Build relationships with clients and product providers
    • Attend on site meetings with clients
    • Implement company strategy

    Minimum requirements:

    • NQF Level 4 in short term insurance or Finance related degree.
    • Relevant short term insurance administration experience, knowledge and skills
    • 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

    Recommended requirements:

    • Regulatory examination 1 (Representatives) RE5 successfully completed.

    Competencies Required:

    • Communication skills
    • Time management
    • Attention to detail
    • Team player
    • Building relationship skills

    Closing date:

    13 Jun 2023

    Method of Application

    Send your application to [email protected]

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