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  • Posted: Jan 19, 2024
    Deadline: Not specified
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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...
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    Adviser Assistant | Rustenburg, North West

    Job description:

    The Adviser Assistant is primarily responsible for performing after sales service offering to customers, thereby contributing to the ongoing customer relationship. The focus of the role is to provide quality service and maximise customer retention and referral, in line with the Practice Service model and Procedures. The role needs excellent client relationship management and office administrative skills.

    Responsibilities:

    • General admin work and adviser’s direct assistant.
    • Manage General Administration
    • Offer assistance to the Adviser General administrative duties
    • Prepare client files
    • Process client queries and instructions
    • Administer all products
    • Able to navigate and assist clients on CRM systems

    Minimum requirements:

    • Grade 12 qualification
    • RE 5
    • Certificate in Short-Term Insurance (150 Credits)
    • DOFA Confirmation
    • 10+ years relevant work experience within the short-term insurance industry
    • Minimum 5 years in commercial lines short-term insurance
    • Proficient in both spoken and written Afrikaans and English
    • Computer literacy (MS Outlook, Excel, and Word)

    Competencies required:

    • Efficient and accurate
    • Teamwork
    • Great multi-tasker
    • Organising and planning
    • Perform well under pressure
    • Client service orientation
    • Person with integrity
    • Good communication skills
    • Trustworthy
    • Attention to detail

    Method of Application

    Interested and qualified? Go to PSG Konsult Ltd on myfocus.psg.co.za to apply

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