Insure Adviser Assistant Bedfordview, Gauteng
3 weeks ago
**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 date**:
13-Sep-2024
**Position Type**:
Permanent
**Location**:
Bedfordview
**Overview**:
**VACANCY | INSURE ADVISER ASSISTANT | BEDFORDVIEW, GAUTENG | 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 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
- Liasing 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
- 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
**How to apply**:
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