Adviser Assistant willowbridge, Western Cape

2 weeks ago


Tygervalley, South Africa PSG Konsult Ltd. Full time

**Designation**:

Adviser Assistant|Willowbridge, Western Cape

**Category**:

Client/Intermediary Services

**Job Level**:

Semi-skilled and discretionary decision making

**Posted by**:

PSG Konsult

**Posted on**:

10 Mar 2023

**Reference Number**:

PSG-DI-VAC0075

**Closing date**:

14 Mar 2023

**Position Type**:

Permanent

**Location**:

Tyger Valley

**Overview**:
**VACANCY | ADVISER ASSISTANT | WILLOWBRIDGE, WESTERN CAPE | 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**:
The Adviser Assistant will be responsible for coordinating and managing the Personal Lines underwriting, claims and administration processes and to assist the broker.

**Responsibilities**:

- Liaising with clients
- Prepare new business and personal lines quotations
- Issuing new policies, renewals, and endorsements
- Negotiating renewal terms and preparing the renewal documentation
- Register and process claims
- Recordkeeping (electronic)
- Provide regular feedback to relevant parties (client/stakeholders)
- Obtaining the correct information from clients, recording details and information accurately on the relevant systems
- Provide administrative support

**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, alternatively studying towards such a qualification
- DOFA confirmation from FSCA
- Personal lines experience
- A minimum of 5 years´ working experience within the Insurance industry
- Good verbal and written communication skills (Afrikaans and English)
- Fully competent with PSG Platform and MyPractice systems
- Good administration, organisation, and planning skills
- Good multi-tasking and time management skills
- Highly reliable, adaptable, and resilient
- Highly client focused with good interpersonal skills
- Own Transport
- WiFi at home

**How to apply**:



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