Insure Adviser | Pretoria, Gauteng | Permanent at PSG Konsult Ltd

Job description: 

• The Adviser will be responsible for the Management of an allocated client base  
• Client face to face meetings 
• Liaising and providing feedback to clients  
• Handling client queries 
• Handling of incoming and outgoing calls 
• Following up claims with the relevant departments 
• Underwriting and managing client renewals 
• Handle new application and quotations 
• Arrange appointments with clients (on-site meetings) 
• Maintain MyPractice system 
• Manage Administrative Documentation (detailed records) 
• Ensure FAIS Compliance 
• Recording details and information on relevant systems 
• Building of strong relations with colleagues and ensuring adherence to all processes 
• Maintain Service level agreement deadlines 
• Bridging the gap between the office and insurance companies 
• Maintaining a good working relationship with Insurers 
• Reporting 
• Manage client retention 
• Understanding policy wording and various products 

Minimum Requirements: 

• NQF 4 Short-Term Insurance Certificate (150 credits) 
• RE 5 Certificate 
• 3 - 4 Years short-term insurance personal and commercial lines experience 
• Fully computer literate (Microsoft office 365: Word, Excel and outlook) 
• Own transport and Valid Driver’s license 
• Skillset required: 
• DOFA confirmation from FSCA 
• Good verbal and written communication skills  
• Good negotiating skills 
• Highly client-focused with good interpersonal skills 
• Resilient with a good level of stress tolerance 
• Problem solving and analysis 
• Planning and organising 
• Proficient in both spoken and written English and Afrikaans 
• Good administration, organization and planning skills 

Competencies required: 

• Hard working 
• Empathy 
• Integrity 
• Resilient  
• Responsibility  
• Attention to detail 
• Ability to operate independently and in a team environment 
• Good verbal and written communication skills 
• Good administration skills 
• Excellent planning and organising skills 
• Problem solving and analysis 
• Time management skills 
• Good negotiation skills. 
• Strong work ethic, able to work with high volumes of pressure 
• Highly client focused with good interpersonal skills. (Customer Service) 
• Teamwork 
• High stress tolerance and resilience 
• Passion for adding value to clients through superior service levels 
• Strong Product knowledge 

Deadline:29th December,2025