SHORT-TERM INSURANCE ADVISER ASSISTANT (Various Locations)
Region: Various locations Company: PSG Wealth Financial Planning (Pty) Ltd Closing Date: 31 March 2021
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: PSG has an exciting career development opportunity for a degreed individual interested in a career as Insure Adviser Assistant within the short-term insurance industry. Overall you will be responsible for supporting the Insure Advisers with servicing their clients based in various locations listed below.
Client engagement and service
Maintain service level agreement deadlines
Manage policy renewals
Identify and optimize business opportunities from existing clients
Ensure FAIS Compliance
Load new business policies
Completed Bachelor of Commerce in Finance e.g. BCom (Finance / Business Finance / Investments / Financial Planning Law / Financial Sciences / Investment Management) or BCom (Economics)
Proficient in both spoken and written English and at least one other of the official South African languages
1-2 years relevant experience in the short-term industry
Computer literacy (MS Office)
Passionate about a career in the short-term insurance industry
Completed Regulatory Exams (RE5)
Attention to detail
Client relationship management
Candidates interested must forward their CV with the vacancy title and location in the subject line to firstname.lastname@example.org by no later than 31 March 2021. If you are not contacted within 2 weeks of your application, please accept that your application was not successful.
Below are the Subjects for each location:
Short-Term Insurance Adviser Assistant - Durban
Short-Term Insurance Adviser Assistant - Johannesburg
Short-Term Insurance Adviser Assistant - Pretoria
Short-Term Insurance Adviser Assistant - Bloemfontein