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Senior Adviser Assistant

1 month ago

Tzaneen, South Africa PSG Konsult Full time

**Job description**:
To aid the Advisers in all aspect of short-term insurance. The position will focus on Personal & 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
- 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
- Maintaining a good working relationship with insurers
- Reporting
- Manage client retention
- Understanding policy wording and various products

**Minimum Requirements**:

- NQF4 in Short Term Insurance or Relevant Bachelor’s Degree
- RE 5 Certificate
- 3-4 years relevant short term insurance administration experience, knowledge and skills (personal and commercial lines)
- Computer literacy (MS Office)

**Skill sets required**:

- Planning and organising skills
- Time management skills
- Highly client focused with good interpersonal skills
- Resilient with a good level of stress tolerance
- Communication skills (verbal and written)
- Must have a demonstratable experience of working in support of a senior individua and have an understanding of need for confidentiality

**How to apply**:
**Experience**:

- short-term insurance: 3 years (preferred)

License/Certification:

- Degree or NQF 4 Short-term certificate (required)
- RE 5 Certificate (required)

**Location**:

- Tzaneen, Limpopo (preferred)