Insure Adviser Assistant Port Elizabeth, Easter Cape Permanent

1 week ago

Port Elizabeth, South Africa PSG Konsult Ltd. Full time

**Designation**:

- Insure Adviser Assistant | Port Elizabeth, Easter Cape | Permanent

**Category**:

- Client/Intermediary Services

**Job Level**:

- Semi-skilled and discretionary decision making

**Posted by**:

- PSG Financial Services

**Posted on**:

- 28 Oct 2025

**Reference Number**:

- POS40177

**Closing date**:

- 11-Nov-2025

**Position Type**:

- Permanent

**Location**:

- Port Elizabeth Main Road Walmer

**Overview**:
**VACANCY | INSURE ADVISER ASSISTANT | PORT ELIZABETH, EASTERN CAPE | 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.

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

**Responsibilities**:

- Maintain and update the CRM systems (MyPractice / MyBase)
- General administration and compliance
- 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
- Handling claims

**Minimum requirements**:

- Matric
- 2 - 3 years short-term insurance experience
- myPractice systems experience

**Competencies required**:

- Proficient in both spoken and written English and one other official South African language
- Computer literacy (MS Office)
- Good verbal and written communication skills
- Strong administration skills
- Planning and organising skills
- Time management skills
- Highly client focused with good interpersonal skills

**How to apply**:

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