Adviser Assistant | Ruimsig, Gauteng at PSG Konsult Ltd

Job description:

• The Adviser Assistant will be responsible for coordinating and managing the underwriting, claims and administration processes and to assist the broker.

Responsibilities:

• Liaising with clients
• Prepare new business and commercial quotes
• Issuing new policies, renewals, and endorsements
• Negotiating renewal terms and preparing the renewal documentation
• Register and process claims
• 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

Skill sets required:

• Grade 12
• Computer literate (MS Outlook, Excel, and Word)
• Successfully completed the RE 5 Examination (Representatives)
• NQF Level 4 Short Term Insurance qualification, alternatively studying towards such a qualification
• DOFA confirmation from FSCA
• Commercial lines experience
• A minimum of 2- 3 years´ working experience within the Insurance industry
• Good verbal and written communication skills (Afrikaans and English)
• Fully competent with PSG Platform and MyPractice systems
• Good administration, organisation, and planning skills
• Good multi-tasking and time management skills
• Highly reliable, adaptable, and resilient
• Highly client focused with good interpersonal skills