Insure Adviser Assistant | George at PSG Konsult Ltd

Job description:

To provide administrative assistance to the Short-term Adviser. 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:

• Reception of clients and incoming calls for 4 advisers
• Liaising with clients
• Preparing quotations for new and existing clients
• Preparing new policies, renewals and endorsements
• Building and maintaining good working relationships with clients and internal stakeholders
• Recording details and information on the relevant systems
• Electronic filing / scanning and updating of client information for compliance purposes

Minimum requirements:

• Matric
• Short-term insurance administration experience is an advantage (But not required)
• Proficient in both Afrikaans and English
• Computer literacy (MS Office)

Competencies required:

• Good communication skills (Face-to-face and Telephonic)
• Highly client focused with strong interpersonal relationship skills
• Professionalism and resilient with a good level of stress tolerance
• Excellent administration ability
• Proactive planning and organisation skills
• Time management skills
• Ability to work and plan independently