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Advisor Assistant
Advisor AssistantPro Personnel • Brits, North West, South Africa
Advisor Assistant

Advisor Assistant

Pro Personnel • Brits, North West, South Africa
30+ days ago
Job description

Job description

To provide underwriting assistance to the Adviser. The position will focus on personal and commercial lines business especially Agri and Crop Insurance.

Responsibilities

  • Liaising with clients
  • Prepare quotations for new and existing clients
  • Issuing new policies, renewals, and endorsements
  • Building and maintaining good working relationships with clients and internal stakeholders
  • Recordkeeping details and information 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
  • DOFA confirmation from FSCA
  • 8-10 years or more on short-term insurance experience in commercial, personal line and agriculture
  • Good verbal and written communication skills (English and at least one other official South African language)
  • Own transport and a Valid drivers license
  • Must reside in the area or be familiar with the area
  • Competencies required

  • Good administration, organisation, and planning skills
  • Good multi-tasking and time management skills
  • Highly reliable, adaptable, and resilient
  • Ability to operate independently and in a team environment
  • Strong product knowledge
  • Highly client-focused with good interpersonal and Customer Service skills with farmers
  • #J-18808-Ljbffr

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    Assistant Advisor • Brits, North West, South Africa

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