Adviser Assistant

2 weeks ago


Potchefstroom, South Africa PSG Insure Full time

**Job description**:
The Adviser Assistant will be responsible for the administration of the underwriting and claims processes and to assist the broker with general administrative duties.

**Responsibilities**:

- Gather a summary of information
- Handle and solve client enquiries (all existing business enquiries)
- Arrange appointments between Insure Adviser and Clients
- Maintain CRM system
- Manage Administrative Documentation (detailed records)
- Build and maintain good working relationships
- Maintain Service Level agreement deadlines
- Manage policy renewals
- Ensure FAIS Compliance
- Load new/existing business policies

**Skills 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 or studying towards
- DOFA confirmation from FSCA
- A minimum of 2-3 years working experience within the Insurance industry
- Good verbal and written communication skills (Afrikaans and English)
- Good administration, organisation, and planning skills
- Good multi-tasking and time management skills
- Highly reliable, adaptable, and resilient
- Problem solving
- Attention to detail
- Team player
- Highly client-focused with good interpersonal skills


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