Insure Adviser Assistant

2 weeks ago

Rustenburg, South Africa PSG Konsult Full time

**Job description**:
The Insure Adviser Assistant is primarily responsible for performing after sales service offering to customers, thereby contributing to the ongoing customer relationship. The focus of the role is to provide quality service and maximise customer retention and referral, in line with the Practice Service model and Procedures. The role needs excellent client relationship management and office administrative skills.

**Responsibilities**:

- General admin work and adviser’s direct assistant.
- Manage General Administration
- Offer assistance to the Adviser General administrative duties
- Prepare client files
- Process client queries and instructions
- Administer all products
- Able to navigate and assist clients on CRM systems

**Minimum requirements**:

- Grade 12
- RE 5
- Certificate in Short-Term Insurance (150 Credits)
- DOFA Confirmation
- 5+ years relevant work experience within the short-term insurance industry
- Minimum 2 years in commercial lines short-term insurance
- Proficient in both spoken and written Afrikaans and English
- Computer literacy (MS Outlook, Excel, and Word)

**Competencies required**:

- Efficient and accurate
- Teamwork
- Great multi-tasker
- Organising and planning
- Perform well under pressure
- Client service orientation
- Person with integrity
- Good communication skills
- Trustworthy
- Attention to detail

**Experience**:

- short-term insurance: 5 years (preferred)

License/Certification:

- RE 5 Certificate? (required)
- NQF 4 Short-Term Insurance Certificate (required)

Ability to Commute:

- Rustenburg, North West (required)

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