Job description:
The Adviser Assistant will be responsible for coordinating and managing the underwriting, claims, and administration processes and to assist the broker.
Responsibilities:
· Liaising with clients
· Prepare new business and commercial quotes
· Issuing new policies, renewals, and endorsements
· Negotiating renewal terms and preparing the renewal documentation
· Register and process claims
· Recordkeeping (electronic)
· Provide regular feedback to relevant parties (client/stakeholders)
· Obtaining the correct information from clients, recording details and information accurately on the relevant systems
· Provide administrative support
Skill 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, alternatively studying towards such a qualification
· DOFA confirmation from FSCA
· Personal and Commercial lines experience
· A minimum of 2- years working experience within the Insurance industry
· Good verbal and written communication skills (English and at least one other official South African language)
· Fully competent with PSG Platform and MyPractice systems
· Good administration, organisation, and planning skills
· Good multi-tasking and time management skills
· Highly reliable, adaptable, and resilient
· Highly client-focused with good interpersonal skills
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.
Should you not be contacted for an interview within 2 weeks, please accept that your application is unsuccessful.
Job Type: Full-time
Experience:
- short term insurance: 3 years (Preferred)
License/Certification:
- NQF Level 4 ( short term insurance) (Preferred)
