Insure Adviser Assistant | Potchefstroom, North West | Permanent

PSG Konsult Ltd.; Potchefstroom; On-site; ZAR 180,000 - 240,000; Full time

Job summary

PSG Konsult Ltd. in Potchefstroom is seeking an Insure Adviser Assistant to provide office and administrative support to the Insure Adviser. The role requires strong communication, organization, and a professional attitude to handle calls, appointments, files, and general administration.

Requirements include Grade 12, computer literacy (MS Office - Excel, Word, Outlook), and 7–10 years’ experience in financial services. Underwriting and claims experience is beneficial.

Qualifications

• Grade 12
• Computer literate (MS Office - Excel, Word and Outlook)
• 7–10 years' relevant financial services experience
• Underwriting and claims experience is beneficial
• Proficient in English and at least one other official SA language
• Multitasking and time-management skills
• Professional attitude and punctual
• Ability to work under pressure

Responsibilities

• Answering/redirecting all incoming calls and taking messages
• Arrange appointments with client or prospects on behalf of the Adviser
• Prepare prospective client files as needed
• General office management assistance
• Receive, direct and relay messages via phone/email
• Greet and welcome guests as soon as they arrive at the office
• General administration
• Receiving, distributing, and processing all incoming and outgoing mail
• Policy amendments
• Preparation of renewals

Skills

Multitasking

Time management

Verbal communication

Written communication

Professional attitude

Punctuality

Client service orientation

Education

Grade 12

Tools

MS Office

Excel

Word

Outlook

Job description

Closing date: 22-Oct-2026

Location: Potchefstroom Klerksdorp

Vacancy| INSURE ADVISER ASSISTANT | POTCHEFSTROOM, NORTH WEST | PERMANENT

Overview:

PSGs commitmentto transform and embrace diversity is what drives us to achieve a diverseworkplace with employment equity as a key goal to create an inclusiveworkforce. In achieving our employment equity goals, we give preference toapplicants from designated groups, and we encourage people with disability toapply.

To provideoffice and administrative assistance to the Insure Adviser.

Responsibilities:

• Answering/redirecting allincoming calls and taking messages
• Arrange appointments withclient or prospects on behalf of the Adviser
• Prepare prospective clientfiles as needed
• General office managementassistance
• Receive, direct and relaymessages via phone/email
• Greet and welcome guestsas soon as they arrive at the office
• General administration
• Receiving, distributing,and processing all incoming and outgoing mail
• Policy amendments
• Preparation of renewals
• Grade 12
• Computer literate (MSOffice - Excel, Word and Outlook)
• 7 - 10 years' relevantfinancial services experience
• Underwriting and claimsexperience is beneficial
• Proficient in both spokenand written English and at least one other official South African language
• Multitasking andtime-management skills, with the ability to prioritize tasks
• Professional attitude
• Ability to be resourcefuland proactive when issues arise
• Good verbal and writtencommunication skills
• Ability to work underpressure
• Must be punctual