Insure Adviser Assistant
4 days ago
**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
- RE 5 (Advantageous)
- 0 - 2 years experience
- Proficient in both spoken and written English and at least one other of the official South African languages
- 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
**Education**:
- Bachelors (required)
**Experience**:
- short-term insurance: 1 year (preferred)
License/Certification:
- RE 5 Certificate (preferred)
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