Insure Adviser Assistant

12 hours ago

Bloemfontein, South Africa PSG Wealth Financial Planning Full time

**VACANCY | INSURE ADVISER ASSISTANT | BLOEMFONTEIN, FREE STATE | 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 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
- Liasing 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 Bachelors Degree (Bcom in Finance / Business Finance / Investments / Financial Planning Law / Financial Sciences / Investment Management) or BCom (Economics) or BBA / BSc
- RE 5 (Advantageous)
- 0 - 2 years experience
- Proficient in both spoken and written English and at least one other of the official South African languages
- Computer literacy (MS Office)

**Skill sets required**:

- 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

Ability to commute/relocate:

- Bloemfontein, Free State: Reliably commute or planning to relocate before starting work (required)

Application Question(s):

- Do you have a completed BCOM Degree ?

**Education**:

- Bachelors (required)

**Location**:

- Bloemfontein, Free State (preferred)

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