Adviser Assistant

3 days ago

Sandton, South Africa PSG Insure Full time

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 Policy information
- Compile 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 1-5 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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