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Adviser Assistant Potchefstroom North West

4 weeks ago

Potchefstroom, South Africa PSG Konsult Ltd. Full time

**Designation**:

Adviser Assistant | Potchefstroom| North West

**Category**:

Client/Intermediary Services

**Job Level**:

Skilled technical and academically qualified workers, junior management, supervisors, foremen and superintendents

**Posted by**:

PSG Konsult

**Posted on**:

19 Jan 2023

**Reference Number**:

PSG-DI-VAC0056

**Closing date**:

31 Jan 2023

**Position Type**:

Permanent

**Location**:

Potchefstroom

**Overview**:
**VACANCY | ADVISER ASSISTANT | POTCHEFSTROOM, NORTH-WEST | PERMANENT**

**Job description**:
The Adviser Assistant will be responsible for the administration of the underwriting and claims processes and to assist the broker with general administrative duties.

**Responsibilities**:

- Gather Policy information
- Compile a summary of information
- Handle and solve client enquiries (all existing business enquiries)
- Arrange appointments between Insure Adviser and Clients
- Maintain CRM system
- Manage Administrative Documentation (detailed records)
- Build and maintain good working relationships
- Maintain Service Level agreement deadlines
- Manage policy renewals
- Ensure FAIS Compliance
- Load new/existing business policies

**Skill sets required**:

- Grade 12
- Computer literate (MS Outlook, Excel, and Word)
- Successfully completed the RE 5 Examination (Representatives)
- NQF Level 4 Short Term Insurance qualification or studying towards
- DOFA confirmation from FSCA
- A minimum of 1-5 years working experience within the Insurance industry
- Good verbal and written communication skills (Afrikaans and English)
- Good administration, organisation, and planning skills
- Good multi-tasking and time management skills
- Highly reliable, adaptable, and resilient
- Problem solving
- Attention to detail
- Team player
- Highly client-focused with good interpersonal skills

**How to apply**:

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