Designation: Insure Adviser Assistant | Kuruman, Northern Cape
Category: Adviser Development Programme
Job Level: Skilled technical and academically qualified workers, junior management, supervisors, foremen and superintendents
Posted by: PSG Financial Services
Posted on: 08 Jul 2024
Reference Number: POS37845
Closing date: 05-Dec-2024
Position Type: Permanent
Location: Kuruman Main Road
Overview:
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
- Liaising and providing feedback to clients of underwriting progress.
- Handling client queries
- Managing Claims
- Recording details and information on relevant systems
- 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
- NQF in short term insurance and RE 5 (Advantageous)
- 0 – 2 years’ experience in Financial Services
- 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
How to apply:
Candidates interested must apply on the PSG Careers website OR browse vacancies by no later than 19 September 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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