Insure Adviser Assistant (ADP) | Langebaan, Western Cape
PSG Konsult Ltd
South AfricaPosted Posted 9 days ago
go
excel
sem
You'll apply on the employer's website. Applying is always free.
Job description
Closing date: 20-Oct-2026
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:
Relevant financial qualification (Preferably a completed Bachelor's Degree majoring in Financial Planning/Investment Planning/Risk Management/Economics/Accounting/Business Management) or LLB.
0-2 Years experience in the financial services industry advantageous but not compulsory
Strong Computer literacy (MS Office) - Highly competent in Excel and PowerPoint
Strong technical and administrative skills.
Competencies required:
Customer Service
Communication skills (verbal & written)
Time Management skills
Problem solving
Attention to detail
Team player