Insure Adviser Assistant

4 months ago


Bedfordview, South Africa Western National Insurance Group Full time

**Job description**:
To provide assistance to the 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
- Client face to face meetings if necessary, at the Office
- Liaising and providing feedback to clients of underwriting progress.
- Handling client queries
- Managing Claims
- Recording details and information on relevant systems
- Building and maintaining good working relationships with clients and internal stakeholders
- 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**:

- Matric
- Relevant Bachelors Degree (Bcom in Finance / Business Finance / Investments / Financial Planning Law / Financial Sciences / Investment Management) or BCom (Economics) or BBA / BSc
- NQF 4 or 5 in short term insurance (Advantageous)
- 0 - 2 years experience in Financial Services
- Computer literacy (MS Office)

**Skill sets required**:

- Empathy
- Integrity
- Resilient
- Responsibility
- Attention to detail
- Ability to operate independently
- Good verbal and written communication skills
- Good administration skills
- Excellent planning and organizing 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

License/Certification:

- Financial Related Degree (required)

**Location**:

- Bedfordview, Gauteng (preferred)



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