Insure Adviser Assistant

**Designation**:

Insure Adviser Assistant (ADP) | Umhlanga, KwaZulu Natal | Permanent

**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**:

02 Dec 2024

**Reference Number**:

POS39107

**Closing date**:

16-Dec-2024

**Position Type**:

Permanent

**Location**:

Umhlanga Portfolio Management

**Overview**:
**VACANCY |INSURE ADVISER ASSISTANT (ADP) | UMHLANGA, KWAZULU NATAL | 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.

**Calling All Finance Graduates**

Ready to launch your career in the financial world? Join our exclusive programme and secure a permanent position at a PSG Adviser office nationwide—no prior experience needed

Over 18 months, you’ll receive world class training and development, guided by seasoned and established financial advisers and Regional Managers who are committed to your success. This is your golden opportunity to build a thriving career with unmatched support and endless growth potential.

Don’t just dream about your future in finance—make it happen with PSG Financial Services.

**_What does the programme offer:_**
- Permanent employment in one of our PSG Adviser offices situated in 255 locations nationwide
- An eighteen-month training and development plan to develop your knowledge and skills to become an adviser whilst permanently employed
- On-the-job mentorship and training from established financial advisers
- Support, coaching and monitoring from HR, Regional Managers and Heads of Divisions

**Job description**:
To provide assistance to the Advisers. The position will focus on personal and commercial lines business.

**Responsibilities**:

- Liaising with clients
- Preparing quotations for new and existing clients
- Issuing new policies, renewals and endorsements
- Building and maintaining good working relationships with clients and internal stakeholders
- Recording details and information on the relevant systems
- Client face to face meetings if necessary, at the Office
- Liaising and providing feedback to clients of underwriting progress.
- Handling client queries
- Managing Claims
- Recording details and information on relevant systems
- Building and maintaining good working relationships with clients and internal stakeholders
- Bridging the gap between the office and insurance companies
- Maintaining a good working relationship with insurers
- Reporting
- Manage client retention
- Understanding policy wording and various products

**Minimum Requirements**:

- Matric
- Relevant Bachelor’s Degree (BCom in Finance / Business Finance / Investments / Financial Planning Law / Financial Sciences / Investment Management) or BCom (Economics) or BBA / BSc
- NQF 4 or 5 in short term insurance (Advantageous)
- 0 - 2 years’ experience
- Computer literacy (MS Office)

**Competencies**:

- Empathy
- Integrity
- Resilient
- Responsibility
- Attention to detail
- Ability to operate independently
- Good verbal and written communication skills
- Good administration skills
- Excellent planning and organizing skills
- Problem solving and analysis
- Time management skills
- Good negotiation skills.
- Strong work ethic, able to work with high volumes of pressure
- Highly client focused with good interpersonal skills (Customer Service)
- Teamwork

**How to apply**: