Adviser Assistant willowbridge, Western Cape
2 weeks ago
**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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