Designation:
Broker Support Assistant | Montana, Gauteng | Permanent
Category:
Client/Intermediary Services
Job Level:
Semi-skilled and discretionary decision making
Posted by:
PSG Financial Services
Posted on:
07 Nov 2024
Reference Number:
POS06297
Closing date:
15-Nov-2024
Position Type:
Permanent
Location:
Calliandra Street Montana
Overview:
VACANCY | BROKER SUPPORT ASSISTANT | MONTANA, GAUTENG | PERMANENT
PSG's 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 disabilities to apply.
Job description:
The purpose of this position is to provide full support to the broker consultants.
Responsibilities:
- Application of underwriting policy
- Compiling quotations with suggested rate or pricing on behalf of broker consultant
- Manage administrative documentation (detailed records)
- Build and maintain good working relationships internal and external
- Recording details of transactions
- Handling broker queries verbal and written
- Ensure FAIS compliance
- Maintaining service level agreement deadlines
- Technical insurance knowledge input
- Administration of welcome packs to new brokers
- Organising of brokers consultants’ diaries
- Distribution of month-end reporting
Minimum Requirements:
- FAIS Compliant (Commercial) & RE5
- Matric certificate
- Minimum of 3 years’ relevant commercial underwriting and/or sales support experience in the short-term insurance industry
- Technical Short-term insurance knowledge - Commercial
Competencies:
- Policy, product and systems knowledge
- Planning and organizing skills
- Problem solving and analysis
- Interpersonal skills
- Computer literate and excel skills
- Team player
- Good communication skills (verbal and written)
How to apply:
Candidates interested must apply on the PSG Careers website OR browse vacancies by no later than 15 November 2024. 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 2 weeks of your application, please accept that your application was unsuccessful.
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