Insure Adviser Assistant - Ruimsig, South Africa - PSG Konsult

PSG Konsult
PSG Konsult
Verified Company
Ruimsig, South Africa

1 week ago

Thabo Mthembu

Posted by:

Thabo Mthembu

beBee Recruiter
Description

Job description:

To provide underwriting assistance to the Advisers. The position will focus on personal and commercial lines business.


Responsibilities:


  • Client face to face meetings if necessary at the office
  • Liaising and providing feedback to clients of underwriting progress
  • Handling client queries
  • Underwriting Management: the daily underwritings process preparing Renewals, Sourcing acceptance terms
  • Recording details and information on relevant systems


  • Handle claims

  • Register, collating documentation and do Follow ups
  • Building and maintaining good working relationships with clients and internal stakeholders
  • 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

Skill sets required:


  • Matric
  • Fully computer literate (Microsoft Office 365: Word, Excel and Outlook)
  • NQF Level 4 Full qualification (Short term insurance)
  • Regulatory examination RE5 successfully completed (Advantageous)
  • 2 years relevant work experience in Short term insurance Commercial and personal lines
  • Must have own transport/be able to get to the office

Ability to commute/relocate:

  • Ruimsig, Gauteng: Reliably commute or planning to relocate before starting work (required)

Experience:

- short-term insurance: 2 years (preferred)


License/Certification:

  • NQF 4 Shortterm Certificate (required)
  • RE 5 Certificate (preferred)
More jobs from PSG Konsult
See all jobs of PSG Konsult