Insure Adviser Assistant

**Job description**: The Adviser is responsible for the selling of short-term personal and commercial insurance products and services to the right clients. **Responsibilities**: - Aggressive selling of short-term products specialising in personal and commercial lines - Quotations for clients - Follow up on leads - Advising clients on their short-term...

**Job description**: The Commercial Insure Adviser will be responsible to provide underwriting assistance to the Advisors. The position will focus on personal and commercial lines business. **Responsibilities**: - Gather Policy information - Compile a summary of information - Handle and solve client enquiries (all existing business enquiries) - Arrange...

**Job description**: The Assistant will be responsible for coordinating and managing the underwriting, claims and administration processes. **Responsibilities**: - Liaising with clients - Underwriting of existing business - Preparing quotations - Issuing new policies, renewals, and endorsements - Negotiating renewal terms and preparing the renewal...

**Job description**: This is an opportunity to join a well-established family office and team which is growing rapidly. We require a Paraplanner to provide an efficient administrative support function to three Advisers. In this role you will be allocated a portfolio of clients to assist with processing transactions, dealing with clients directly, looking...

**Designation**: Wealth Adviser Assistant | Pretoria East, 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**: 26 Jan 2024 **Reference Number**: POS37530 **Closing...

**Who are we?** Santam is the market leader in the general insurance industry in Southern Africa. We are a large, diversified, expanding and transforming company and whilst based in South Africa, we are rapidly moving into a number of emerging markets, both in Africa and Asia. Our success is rooted in our passion for our clients and everything we do is...

**Job description**: **Responsibilities**: - Gather Policy information - Compile a summary of information - Research product information - Handle and solve client enquiries (all existing business enquiries) - Diary management for new and existing business cases - Diary management for Wealth Adviser - Arrange appointments between Wealth Adviser and Clients -...

Who are we? Santam is the market leader in the general insurance industry in Southern Africa. We are a large, diversified, expanding and transforming company and whilst based in South Africa, we are rapidly moving into a number of emerging markets, both in Africa and Asia. Our success is rooted in our passion for our clients and everything we do is...

Marketing and Administrative Assistant to assist a Prestige Fiancial Adviser. Diary Management & Marketing. Go getter Attitude with spontanious telephone Etiquette. Insurance Industry related experience will be Beneficial. Office based in Pretoria East. Application Deadline: 2024/02/22 **Job Types**: Full-time, Permanent **Salary**: From R15 000,00...

The main purpose of this role is to perform prudential oversight over registered insurance companies on a solo and group level through a combination of off-site and on-site monitoring and supervision to ensure the financial soundness and sound governance of insurance entities. Detailed Description Supervise insurers and insurance groups within the portfolio...

Marketing and Administrative Assistant to assist a Prestige Fiancial Adviser. Diary Management & Marketing. Go getter Attitude with spontanious telephone Etiquette. Insurance Industry related experience will be Beneficial. Office based in Pretoria East. **Job Types**: Full-time, Permanent **Salary**: From R15 000,00 per month **Experience**: -...

**Responsibilities**: Liaise with insurance companies regarding policy changes, renewals, and underwriting requirements. Ensure that all documentation related to insurance policies are accurate and updated. Deliver excellent customer service by answering queries and providing information about policies. Maintain and manage accurate records of policies and...

EUM, part of the TWK Group, has the following vacancy available: Marketer (Insurance) at Pretoria, Gauteng. **Responsibilities and Duties** - Introduction of new business and maintenance of existing business - Renewal of insurance portfolios, assisting clients with quotations, inquiries and claims - Reporting to Insurance Marketing Manager - Weekly/Monthly...

**Designation**: Employee Benefits Adviser Assistant (ADP) | Sovereign Drive, Pretoria - Gauteng **Category**: Administration and Operations **Job Level**: Semi-skilled and discretionary decision making **Posted by**: PSG Financial Services **Posted on**: 15 Mar 2024 **Reference Number**: POS37675 **Closing date**: 28 Mar 2024 **Position...

TWK Agri has the following vacancy available: Broker (Life Insurance) within the Insurance Department at Pretoria, Gauteng. **Responsibilities and Duties - Introduction of new business and maintenance of existing business - Renewal of insurance portfolios, assisting clients with quotations, inquiries and claims - Weekly/Monthly reporting - Ability to work...

-The main purpose of this position is to perform prudential oversight of registered insurance companies ‒ on a solo and group level through a combination of off-site and on-site monitoring and supervision ‒ to ensure financial soundness and sound governance of solo insurers and insurance groups. -Detailed Description Assist and provide input into the...

**Purpose of the Job**: To monitor compliance with insurance legislation to ensure sound and efficient long-term and short-term insurance industry. The person appointed to this position will report to the Manager. **Key Performance Areas**: - Liaise with the public and other stakeholders when receiving complaints or enquiries. - Investigate complaints and...

The OfferJoin a market leader within InsuranceFlexible working optionsOpportunity within a company with a solid track record of performanceThe JobYou will be responsible for : Partnering with the client relationship managers to provide timely and relevant investment advisory services to clients.Conduct financial assessments.Develop personalized plans,...

-South Africa, Gauteng *** - Market Related **Area**: South Africa, Gauteng **Sector**: Financial Services Posted: 27 March 2024 **Job Details**: **Job description**: To provide underwriting assistance to the advisers. The position will focus on commercial lines and transport business. Location: Pretoria **Responsibilities**: - Liaising with clients...

**Purpose of the Job**: To assist with the general management of the department, coordinate and provide technical support for key supervisory projects and to help enhance and maintain a risk-based conduct of business supervisory framework for the insurance sector. The person appointed to this position will report to the Departmental Head. **Key Performance...