Insure Adviser Assistant Louis Trichardt, Limpopo

2 weeks ago

Louis Trichardt, South Africa PSG Konsult Ltd. Full time

**Designation**:

Insure Adviser Assistant | Louis Trichardt, Limpopo

**Category**:

Administration and Operations

**Job Level**:

Senior Management

**Posted by**:

PSG Financial Services

**Posted on**:

15 Apr 2024

**Reference Number**:

POS37733

**Closing date**:

29 Apr 2024

**Position Type**:

Permanent

**Location**:

Louis Trichardt

**Overview**:
**VACANCY | INSURE ADVISER ASSISTANT | LOUIS TRICHARDT, LIMPOPO | PERMANENT**

PSGs commitment to transform and embrace diversity is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce. In achieving our employment equity goals, we give preference to applicants from designated groups, and we encourage people with disability to apply.

**Job description**:
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
- 2 - 5 years short-term insurance experience
- Proficient in both spoken and written English
- 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

**How to apply**:

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