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...
To provide administrative assistance to the Advisers. 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 position will focus on personal and commercial lines business.
Responsibilities:
Maintain and update the CRM systems (MyPractice / MyBase)
General administration and compliance
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
Handling claims
Minimum requirements:
Matric
NQF 4 Certificate in Short-Term Insurance (Advantageous)
RE5 Certificate (Advantageous)
2 years short-term insurance experience
Proficient in both spoken and written English and at least one other of the official South African languages
Computer literacy (MS Office)
Competencies required:
Good verbal and written communication skills
Strong administration skills
Planning and organising skills
Time management skills
Highly client focused with good interpersonal skills
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