24/06/2022
CAREER OPPERTUNITY: ADVISER ASSISTANT-UNDERWRITING/CLAIMS
Company industry: Financial Services
Job location: Potchefstroom, North-West
Career level: Mid-level
Employment status: Full Time
Qualification: NQF4 Short-term Insurance & RE
Years of experience: 2 - 5 years
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
• Commercial lines experience
• A minimum of 2 years of 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 multi-tasking and time management skills
• Highly reliable, adaptable, and resilient
• Highly client-focused with good interpersonal skills
Candidates interested must forward their CV, ID and supporting documentation to [email protected] or apply on the PSG Careers website by no later than 28 June 2022. Should you not be contacted for an interview within 4 weeks, please accept that your application is unsuccessful.