Insure Adviser Assistant

3 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)



  • Bedfordview, South Africa PSG Konsult Full time

    **Insure Adviser Assistant (Bedfordview)** 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...


  • Bedfordview, South Africa PSG Konsult Ltd. Full time

    **Designation**: Insure Adviser Assistant | Bedfordview, Gauteng **Category**: Administration and Operations **Job Level**: Skilled technical and academically qualified workers, junior management, supervisors, foremen and superintendents **Posted by**: PSG Financial Services **Posted on**: 06 Sep 2024 **Reference Number**: POS38629 **Closing...


  • Bedfordview, South Africa Solver Full time

    **Step 1** ST Insure Administrator controls and administers all claims for Solver’s clients. **Step 2** When the Portfolio Manager or Portfolio Administrator receives a phone call regarding a claim, once they are finished speaking to that person, they must immediately transfer the call to ST Insure Administrator to speak to the claimant to begin the...


  • Bedfordview, South Africa Solver Full time

    **Step 1** ST Insure Administrator controls and administers all claims for Solver’s clients. **Step 2** When the Portfolio Manager or Portfolio Administrator receives a phone call regarding a claim, once they are finished speaking to that person, they must immediately transfer the call to ST Insure Administrator to speak to the claimant to begin the...


  • Bedfordview, South Africa V Consultin Full time

    **We offer our employees**: **A winning, fun and inclusive company culture that embraces diversity.**Great Rewards and Recognition programs.**Benefits (Medical Aid, Pension fund, Group life and Disability benefits)**Growth opportunities (we hire talent, train skill and promote values driven leaders from within)**Wi-Fi on campus and Emergency Panic-Assist...


  • Bedfordview, Gauteng, South Africa GJM Ultra Holdings Full time

    Personal Assistant / AdministratorGJM Ultra Holdings is seeking a highly organized and detail-oriented Personal Assistant / Administrator to join their team in Bedfordview.The ideal candidate will be responsible for providing administrative support to the management team, handling correspondence, preparing reports, and ensuring accuracy in all tasks.Key...


  • Bedfordview, Gauteng, South Africa GJM Ultra Holdings Full time

    Personal Assistant / AdministratorGJM Ultra Holdings is seeking a highly skilled and detail-oriented Personal Assistant / Administrator to join their team in Bedfordview.The ideal candidate will be responsible for providing exceptional administrative support to the management team, ensuring the smooth operation of the office, and maintaining a high level of...


  • Bedfordview, South Africa Unique Personnel Full time

    Job Title - Financial Administrator - Job Number - 72451 - Skills - Ms Office - Industry - Financial Services - City - Bedfordview - Job Description We are looking for entrepreneurial individuals as well as experienced sales professionals, who are considering a career change. We will train and mentor you in wealth management and creation, to be a Financial...


  • Bedfordview, South Africa Unique Personnel Full time

    **Job Number** - 72905 **Job Type** - Permanent **Job Title** - Financial Administrator **Computer Skills** - Ms Office **Industry** - Financial Services **City** - Bedfordview **Province** - Gauteng - We are looking for entrepreneurial individuals as well as experienced sales professionals, who are considering a career change. - We will train and...


  • Bedfordview, South Africa PSG Konsult Full time

    **Job description**: To provide underwriting assistance to the Advisers. The position will focus on commercial and personal Lines. **Responsibilities**: - Client face to face meetings if necessary at the Office - Liaising and providing feedback to clients of underwriting progress. - Handling client queries - Underwriting Management: the daily underwritings...

  • Account Executive

    5 months ago


    Bedfordview, South Africa RBS Insurance Brokers Full time

    **Role Purpose** To provide comprehensive assistance to large corporations regarding their insurance requirements, meticulously ensuring the adequacy of coverage and offering unwavering support throughout the claims process. Operating across diverse industries and international landscapes, they play a pivotal role in safeguarding the interests of these...


  • Bedfordview, South Africa OUTsurance Full time

    Company Description Our business product offering has grown significantly over the years which lead to the development of the face to face distribution channel. To facilitate this model the Sales Support Department has been formed to provide dedicated assistance to the Sales function and holds joint accountability for revenue generation, hence the position...


  • Bedfordview, South Africa PSG Konsult Ltd. Full time

    **Designation**: Receptionist | Bedfordview, Gauteng |Permanent **Category**: Administration and Operations **Job Level**: Semi-skilled and discretionary decision making **Posted by**: PSG Financial Services **Posted on**: 31 Oct 2024 **Reference Number**: POS02959 **Closing date**: 02-Nov-2024 **Position...


  • Bedfordview, South Africa Murray & Roberts Full time

    **Listing reference**: mr_001354**Listing status**: Online- **Position summary** **Industry**:Electricity, Energy & Water Supply - **Job category**:Energy and Power Engineering**Location**:Bedfordview - **Contract**:Fixed Term Contract**Remuneration**:Market Related**Introduction**Job description** **Key Performance Indicators**: - Securing the...


  • Bedfordview, South Africa Motus Corporation Full time

    The Divisional Finance Executive is a business partner to the Divisional Managing Director and should be closely engaged in designing, adapting and implementing the business models in support of the strategy. The Divisional Finance Executive is expected to recognize that measurement drives behavior, which ultimately determines value creation and...

  • Claims Administrator

    5 months ago


    Bedfordview, South Africa Solver Full time

    **About ST Insure**: ST Insure is a leading insurance provider committed to delivering exceptional service and peace of mind to our clients. With a focus on innovation and customer satisfaction, we strive to exceed expectations in every aspect of our operations. **Position Overview**: ST Insure is seeking a dynamic and detail-oriented Claims Administrator...

  • F & I Manager

    3 weeks ago


    Bedfordview, South Africa Jobted ZA C2 Full time

    RELATIONSHIPS AND PERSONAL ACTIVITIES: - Directly responsible to General Manager - Relationship with: - Vehicle manufacturers, banks, insurance companies - Other professional organizations, SABTA, M.I.F., N.A.D.A., N.A.A.M.S.A., I.M.I., Chamber of Commerce, other motor vehicle dealers - Other companies' representatives and suppliers CUSTOMER SERVICE AND...

  • Adminitrator

    2 months ago


    Bedfordview, South Africa GJM Ultra Holdings Full time

    Bedfordview - A leading and well-established Financial Brokerage seeks a Personal Assistant / Administrator to join their team. As an independent financial brokerage, our client provides a wide array of financial services to its professional clients in the market. They pride themselves in providing exceptional client services unmatched within the...

  • Supervisor: Foreman

    5 months ago


    Bedfordview, South Africa Motus Corporation Full time

    **Motus Toyota Bedfordview** currently holds a vacancy for a **Supervisor: Foreman** Reporting to the **Manager: Service,** this position requires someone to assist and advise technical staff, and correctly diagnose problems on vehicles. He/She must ensure that service and repairs are carried out to the highest standards of quality possible and to ensure...

  • F & I Manager

    1 month ago


    Bedfordview, South Africa SiG Labour Corporate Full time

    RELATIONSHIPS AND PERSONAL ACTIVITIES: Directly responsible to General Manager Relationship with: - Vehicle manufacturers, banks, insurance companies - Other professional organizations, SABTA, M.I.F., N.A.D.A., N.A.A.M.S.A., I.M.I., Chamber of Commerce, other motor vehicle dealers - Other companies' representatives and...