Insure Adviser Assistant

1 day ago

Bellville, Western Cape, South Africa PSG Konsult Full time R150 000 - R250 000 per year

Designation:

Insure Adviser Assistant | Bellville, Western Cape | 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 2025

Reference Number:

POS40265

Closing date:

15-Dec-2025

Position Type:

Permanent

Location:

Rosenpark Pasita Street

Overview:

VACANCY | INSURE ADVISER ASSISTANT | BELLVILLE, WESTERN 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 underwriting assistance to the Advisers. The position will focus on personal and commercial lines business. We are a small, focused team working in a fast-paced short-term insurance environment, where professionalism, initiative, and adaptability are key. The ideal candidate will thrive in a culture that values autonomy, continuous learning, and proactive support.

Responsibilities:
  • Adviser Support: Act as a direct assistant to the adviser, handling queries, instructions, and product administration.
  • Quotations & Premiums: Prepare and process quotations for new and existing clients.
  • Claims Support: Assist with claims submissions, follow-ups, and insurer communication; track progress and keep clients informed.
  • Client Service & Liaison: Deliver prompt, professional support; build strong relationships with clients and internal stakeholders.
  • Administrative & System Tasks: Manage general admin, prepare client files, update CRM systems, capture data, and maintain documentation.
  • Reporting & Documentation: Compile reports, summaries, and policy schedules; record and update policy details.
Minimum Requirements:
  • Matric
  • Proficient in both spoken and written English and at least one other official South African language
  • Strong technical and administrative skills
  • Computer literacy (MS Office)
  • RE5 (Advantageous)
  • NQF4 Short term insurance (Advantageous)
  • Experience in the Financial Services Industry
Competencies:
  • Customer Service
  • Communication skills (verbal & written)
  • Time Management skills
  • Problem solving
  • Attention to detail
  • Team player
How to apply:

Candidates interested must apply here by no later than 15 December 2025 OR browse available PSG Careers vacancies

By submitting your application, you are giving PSG Financial Services implicit consent to the storage and processing of your personal information. If you are not contacted within 4 weeks of your application, please accept that your application was not successful.

  • Integrated Advice Specialist: Insure

    1 day ago

    Bellville, Western Cape, South Africa PSG Konsult Full time R450 000 - R830 000 per year

    Designation:Integrated Advice Specialist: Insure | Bellville, Western Cape | PermanentCategory:Technical SupportJob Level:Skilled technical and academically qualified workers, junior management, supervisors, foremen and superintendentsPosted by:PSG Financial ServicesPosted on:02 Dec 2025Reference Number:POS40202Closing date:16-Dec-2025Position...

  • Insurance Consultant

    1 week ago

    Bellville, Western Cape, South Africa Sanlam Full time R150 000 - R250 000 per year

    Who are we?Santam is the market leader in the general insurance industry in Southern Africa. We are a large, diversified, expanding and transforming company and whilst based in South Africa, we are rapidly moving into a number of emerging markets, both in Africa and Asia. Our success is rooted in our passion for our clients and everything we do is centred on...

  • wealth assistant

    1 day ago

    Bellville, Western Cape, South Africa Competent Candidates Full time R40 000 - R60 000 per year

    Our client, an established company within the financial sector, is seeking to hire a highly skilled and experienced Wealth Assistant to join their team. This is an excellent opportunity for an individual with strong administrative abilities to grow their career within a reputable organisation.Education and experience:MatricAdministrative/secretarial...

  • Admin Assistant

    5 days ago

    Bellville, Western Cape, South Africa VAG Spec Centre Group Full time R96 000 - R144 000 per year

    Assist management with various general admin tasks.Acknowledging and greet all customers you make contact with promptly and professionally.Ordering necessary parts from suppliers and double-check that they are delivered on time.Assist with stock management.Creating invoices.Collect payment from customers for services rendered.Resolve customer enquiaries...

  • Assistant Portfolio Manager

    1 week ago

    Bellville, Western Cape, South Africa Guardrisk Full time R900 000 - R1 200 000 per year

    IntroductionGuardrisk is the undisputed market leader in cell captive insurance and risk solutions. We are renowned for our innovative approach to cell captive structures and other alternative risk transfer solutions for our clients. Guardrisk offers clients custom designed cover and is registered in South Africa as an insurer for all statutory classes of...

  • Sales Advisor

    1 week ago

    Bellville, Western Cape, South Africa CXI Full time R80 000 - R292 000 per year

    CX INTERNATIONAL IS HIRING: SALES ADVISER – BELLVILLE, WESTERN CAPE What's in it for you?• Basic Salary: R8 000• Attendance Bonus: R1 000• Uncapped Commission – Top performers earn R22,000+ per month• Medical Insurance Benefit• Monday–Friday ONLY – No weekends• Shifts: 8:00–17:00 (UK) / 10:00–19:00 (SA during DST) What you'll...

  • Lease Controller

    3 days ago

    Bellville, Western Cape, South Africa Excellerate JHI Full time R250 000 - R400 000 per year

    Who we areWe are a leading real estate services company that combines global standards with specialised local knowledge to create customisable high-performance solutions for our clients.  We advise property owners and occupiers on every aspect of their property strategies and assist them in the development, buying, selling, leasing, valuing and management...

  • Private Wealth Advisor

    5 days ago

    Bellville, Western Cape, South Africa FNB South Africa Full time R380 000 - R750 000 per year

    Job DescriptionTo deliver exceptional experience and education to Private Wealth clients on basic wealth creation, accumulation and overall protection tactics to increase vertical sales index (VSI) and drive client retention and entrenchment through using contextual Money Management principles.Welcome to FNB, the home of the #changeables. We design for the...

  • Payroll Officer

    1 week ago

    Bellville, Western Cape, South Africa Nurture Brands Full time R90 000 - R120 000 per year

    To support the payroll function with capturing, filing, maintenance of systems and allocated payroll preparation and processing. Administer Time and Attendance, leave and ESS systems.Responsibilities: Perform payroll processing and legislative reporting.Perform Payroll processing and legislative reporting.Ensure that payroll information is captured...

  • Company Secretary

    3 days ago

    Bellville, Western Cape, South Africa Hire Resolve Full time R250 000 - R500 000 per year

    Hire Resolve's Client in the Investments Industry is seeking a dedicated full-time Company Secretary to join their team in Bellville, WC.Responsibilities:- Act as the primary point of contact for the board of directors, shareholders, and regulatory authorities- Ensure compliance with all applicable laws and regulations governing the company's operations-...