Adviser Assistant at PSG Konsult Ltd

Job description:

• To provide general administrative assistance to the Advisers. The position will focus on general administration of short-term insurance, life-insurance and investments.

Responsibilities:     

• Liaising with Underwriting staff to complete underwriting tasks and queries
• Liaising with claims clerks to lodge client claims and queries
• Liaising with underwriting staff to complete new applications and quotations
• Prepare new business
• Issuing new policies, renewals, and endorsements
• Negotiating renewal terms and preparing the renewal documentation
• Recordkeeping (electronic)
• Provide regular feedback to relevant parties (client/stakeholders)
• Obtaining the correct information from clients, recording details and information accurately on the relevant systems
• Provide administrative support
• Able to navigate and assist clients on CRM systems

Minimum requirements:

• Matric Certificate
• NQF 4 Short Term Insurance Certificate OR NQF 5 Wealth Management Certificate OR Relevant Financial Degree (Preferred)
• RE 5  Certificate (Advantageous)
• 1 – 2 financial services experience, specifically in short-term insurance or wealth management

Skillset Required:

• Strong computer literacy (MS Office)
• Good verbal and written communication skills
• Strong administration skills
• Attention to detail
• Planning and organising skills
• Time management skills
• Highly reliable, adaptable, and resilient
• Highly client focused with good interpersonal skills
• Perform well under pressure
• Great multi-tasker

CLOSING DATE: 11TH, NOVEMBER,2025