Adviser Assistant - Tygervalley, South Africa - PSG Insure

PSG Insure

Verified Company

Tygervalley, South Africa

3 weeks ago

Posted by:

Thabo Mthembu

beBee Recruiter

Description

The Adviser Assistant will be responsible for coordinating and managing the Personal Lines underwriting, claims and administration processes and to assist the broker.

Responsibilities:

Liaising with clients
Prepare new business and personal lines quotations
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 1
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 lines experience
A minimum of 5 years ́ working experience within the Insurance industry
Good verbal and written communication skills (Afrikaans and English)
Fully competent with PSG Platform and MyPractice systems
Good administration, organisation, and planning skills
Good multitasking and time management skills
Highly reliable, adaptable, and resilient
Highly client focused with good interpersonal skills