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  • Posted: Nov 16, 2023
    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...
    Read more about this company

     

    Insure Adviser Assistant | Grahamstown

    Responsibilities:

    • Maintain and update the CRM systems (MyPractice / MyBase)
    • General administration and compliance
    • Preparing quotations for new and existing clients
    • Handling endorsements
    • Building and maintaining good working relationships with clients and internal stakeholders
    • Recording details and information on the relevant systems
    • Handling claims and follow ups

    Minimum requirements:

    • Matric
    • NQF 4 Certificate in Short-Term Insurance
    • 2 – 5 years short-term insurance experience
    • Proficient in both spoken and written English
    • Computer literacy (MS Office)

    Method of Application

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

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