Insure Adviser Assistant

PSG Konsult Ltd; Noord-Kaap; On-site; ZAR 300 000 - 400 000; Full time

Job summary

A financial services company is seeking an Insure Adviser Assistant to provide underwriting assistance focused on personal and commercial lines business. Responsibilities include liaising with clients, preparing quotations, and issuing policies while maintaining strong relationships with clients and stakeholders. The ideal candidate should have a BCom degree, not more than 2 years of experience, and skills in customer service, communication, and problem-solving.

Qualifications

• Completed BCom Degree (Preferably majoring in Information Systems, Analytics and Investment Planning/Risk Management) or BCom (Economics) / NQF4/5 in Short Term Insurance.
• No more than 2 years experience in the financial services industry.
• Strong technical and administrative skills.
• FAIS Compliant and completed supervision.

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.

Skills

Customer Service

Communication skills (verbal & written)

Time Management skills

Problem solving

Attention to detail

Team player

Education

BCom Degree or NQF4/5 in Short Term Insurance

Job description

Job title: Insure Adviser Assistant

Job Location: Northern Cape, Kimberley

Deadline: February 26, 2026

Job description: To provide underwriting 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

Minimum requirements:

• Completed BCom Degree (Preferably majoring in Information Systems, Analytics and Investment Planning/ Risk Management) or BCom (Economics) / NQF4/5 in Short Term Insurance
• No more than 2 years experience in the financial services industry
• Strong technical and administrative skills
• FAIS Compliant and completed supervision

Competencies required:

• Customer Service
• Communication skills (verbal & written)
• Time Management skills
• Problem solving
• Attention to detail
• Team player