Insure Adviser Assistant

**Job description**: The Commercial Insure Adviser will be responsible to provide underwriting assistance to the Advisors. The position will focus on personal and commercial lines business. **Responsibilities**: - Gather Policy information - Compile a summary of information - Handle and solve client enquiries (all existing business enquiries) - Arrange...

**Designation**: Insure Adviser Assistant (ADP) | Centurion, 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 May 2024 **Reference Number**: POS37757 **Closing...

**Job description**: **Responsibilities**: - Gather client policy and investment information - Compile logical summaries of information - Research product information - Assist with preparation of client proposals - Load new/existing business policies - Handle and solve client enquiries - Diary management for new and existing business cases - Diary...

The Adviser is responsible for the selling of short-term commercial and personal insurance products and services to the right clients. **Responsibilities**: Selling of short-term products specialising in commercial and personal lines Quotations for clients Follow up on leads Building a client base Advising clients on their short-term insurance...

About the RoleWe are seeking a highly skilled and experienced Transformation Adviser Assistant to join our team at Sanlam Group.This is an exciting opportunity for a detail-oriented and organized individual to provide administrative support to the Head of Adviser Transformation, ensuring seamless day-to-day operations.

We are seeking a dedicated and detail-oriented **Business Assistant to join our Pretoria team**. The primary purpose of this role is to support our advisers with a variety of administrative tasks, ensuring the smooth operation of our business processes. **Key Requirements**: - Matric/NQF Level 4 Equivalent - 2-5 years relevant industry experience...

Our client is on the hunt for an Insure Adviser who will manage a portfolio of clients, handling both commercial and personal underwriting and ensuring seamless policy management.Key Responsibilities:Conduct face-to-face meetings with clients.Provide regular feedback and address client queries.Underwrite and manage policy renewals.Handle new policy...

**Designation**: Wealth Adviser Assistant | Pretoria East, Gauteng **Category**: Client/Intermediary Services **Job Level**: Skilled technical and academically qualified workers, junior management, supervisors, foremen and superintendents **Posted by**: PSG Financial Services **Posted on**: 12 Sep 2024 **Reference Number**: POS01634 **Closing...

We are looking for an insurance assistant to assist with everyday insurance activities, including claims and underwriting. **Requirements**: - Own Transport - Attention to Detail - Matric Certificate - Experience in Microsoft Office **Job Types**: Full-time, Permanent Pay: R10 000,00 - R13 000,00 per month

**Responsibilities**: - Financial Planning support - Formulate effective financial plan documents and/or risk management documents, in-line with the strategy as outlined by the adviser, and the customer’s needs, objectives, and risk tolerance. All documents must meet compliance requirements and the relevant legislation, and comply with the company's...

**Job description**: The Adviser is responsible for the selling of short-term personal and commercial insurance products and services to the right clients. **Responsibilities**: - Aggressive selling of short-term products specialising in personal and commercial lines - Quotations for clients - Follow up on leads - Advising clients on their short-term...

**Job description**: **Responsibilities**: - Gather Policy information - Compile a summary of information - Research product information - Handle and solve client enquiries (all existing business enquiries) - Diary management for new and existing business cases - Diary management for Wealth Adviser - Arrange appointments between Wealth Adviser and Clients -...

**Job description**: **Responsibilities**: - Gather Policy information - Compile a summary of information - Research product information - Handle and solve client enquiries (all existing business enquiries) - Diary management for new and existing business cases - Diary management for Wealth Adviser - Arrange appointments between Wealth Adviser and Clients -...

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**: PSG has an...

**Designation**: Wealth Adviser Assistant (ADP) | Faerie Glen, Pretoria, Gauteng **Category**: Adviser Development Programme **Job Level**: Skilled technical and academically qualified workers, junior management, supervisors, foremen and superintendents **Posted by**: PSG Financial Services **Posted on**: 17 Sep 2024 **Reference...

TWK Agri has the following vacancy available: Broker (Long-Term Insurance) within the Insurance department at Pretoria, Gauteng. Job Summary We are looking to recruite a Long-Term Insurance Broker who is dedicated and specialized in selling long-term insurance (risk and investment). The broker will be responsible for understanding client needs, providing...

TWK Agri has the following vacancy available: Broker (Long-Term Insurance) within the Insurance department at Pretoria, Gauteng. **Job Summary** We are looking to recruite a Long-Term Insurance Broker who is dedicated and specialized in selling long-term insurance (risk and investment). The broker will be responsible for understanding client needs,...

**Who are we?** Santam is the market leader in the general insurance industry in Southern Africa. We are a large, diversified, expanding and transforming company and whilst based in South Africa, we are rapidly moving into a number of emerging markets, both in Africa and Asia. Our success is rooted in our passion for our clients and everything we do is...

Client Engagement Adviser: Retentions (JHB) Date: 19 Nov 2024 Location: Pretoria, Gauteng, ZA Company: Sanlam Group THE ROLE An exciting opportunity has become available for a Retention Adviser in the Client Engagement team at Santam Direct, with offices based in Cape Town WHAT WILL YOU DO? The responsibility of the Retention Adviser is to retain...

Job Summary: We are seeking an experienced Long-Term Insurance Broker to join our team at TWK Agri Ltd. The ideal candidate will have a strong understanding of the long-term insurance industry and be able to identify client financial goals and risk tolerance to advise suitable products.Key Responsibilities:Individual risk assessment and suitability of...