Insure Adviser Assistant at PSG Konsult Ltd

Job description:

• To provide underwriting assistance to the Short Term Advisers. The position will focus on personal and commercial lines business.

Responsibilities:

• Liaising with clients
• Preparing quotations for new and existing clients
• Issuing new policies, renewals and endorsements
• Building and maintaining good working relationships with clients and internal stakeholders
• Recording details and information on the relevant systems
• Administration of claims procedures, renewal of policies and new business
• Assist with product quotes
• Underwriting
• Claims

Minimum Requirements:

• NQF 4 in Short Term Insurance or relevant B.Com financial Degree (essential)
• 3 - 5 years short-term insurance experience
• RE5 Certificate successfully completed (Regulatory examination for Representatives) - advantageous
• DOFA (Date of First Appointment at FSCA)
• Proficient in both spoken and written English, and at least one other of the official South African languages

Competencies:

• Team player
• Attention to detail
• Ability to work independently
• Strong verbal and written communication skills
• Good administration, organisation, and planning skills
• Able to handle admin pressure
• Computer literate (MS Outlook, Excel, Word, CRMs)
• Planning and organising skills
• Time management skills
• Highly client focused with good interpersonal skills
• Resilient with a good level of stress tolerance

Closing date:  06-Jul-2026