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Insure Adviser

4 weeks ago

Klerksdorp, South Africa PSG Konsult Full time

The Adviser Admin 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 administrative duties
- Assist Broker with tasks
- Prepare client files
- Process client queries and instructions
- Administer all products
- Available to assist clients 24/7
- Able to navigate and assist clients on CRM systems

**Minimum requirements**:

- Grade 12 qualification
- RE 5 with Full Qualification / 150 Credits
- 5+ years relevant work experience within the short-term insurance industry
- Proficient in both spoken and written Afrikaans and English
- Computer literacy (MS Office)

**Competencies required**:

- Efficient and accurate
- Teamwork
- Great multi-tasker
- Organising and planning
- Perform well under pressure
- Client service orientation
- Attention to detail

**Experience**:

- short-term insurance: 5 years (preferred)

License/Certification:

- NQF 4 Certificate in Short-Term Insurance (150 credits) (required)
- RE 5 Certificate (required)

Application Deadline: 2023/11/16

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