Insure Adviser Assistant | Tzaneen at PSG Konsult Ltd

Job description:

• To provide office and administrative assistance to the Insure Adviser.

Responsibilities:

• Answering/redirecting all incoming calls and taking messages
• Arrange appointments with client or prospects on behalf of the Adviser
• Prepare prospective client files as needed
• General office management assistance
• Receive, direct and relay messages via phone/email
• Handle expenses
• Basic underwriting of short-term insurance policies
• Quotations for new and existing clients
• New policies, renewals, and endorsements
• General administration
• Receiving, distributing, and processing all incoming and outgoing mail
• Policy amendments
• Preparation of renewals

Minimum requirements:

• Grade 12
• RE 5 Certificate
• NQF 4 Short-term insurance certificate (150 Credits)
• 3 - 5 years’ relevant short-term insurance experience
• Underwriting and claims experience is beneficial
• Proficient in both spoken and written English and at least one other official South African language
• Computer literate (MS Office – Excel, Word and Outlook)

Competencies Required:

• Multitasking and time-management skills, with the ability to prioritize tasks
• Good telephone etiquette
• Professional attitude
• Ability to be resourceful and proactive when issues arise
• Good verbal and written communication skills
• Ability to work under pressure
• Excellent organisational skills
• Must be punctual

Closing date:  05-May-2026