PSG | SHORT-TERM INSURANCE ADVISER ASSISTANT 2021

PSG | SHORT-TERM INSURANCE ADVISOR ASSISTANT 2021

Ref no: #PSG-56694
Region: Western Cape Wealth
Company: PSG Wealth Financial Planning (Pty) Ltd
Closing Date: 30 September 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 opportunity an experienced professional within the short-term insurance industry. Joining PSG means growth and challenges in a stimulating and rewarding work environment. If you match the requirements below and you want to grow your career in financial planning, then we want YOU!

Responsibilities:

  • Register and processing of Claims
  • Appointing of Assessors
  • Claims support and administration
  • Provide feedback to relevant parties
  • Request quotations for clients and closing thereof
  • Follow up on claims and underwriting
  • Preparing new business quotes
  • Issuing new policies, renewals and endorsements
  • Negotiating renewal terms and preparing the renewal documentation
  • Recording details and information on the relevant systems

Minimum requirements:

  • Completed Bachelor of Commerce in Finance – such as BCom (Finance / Business Finance / Investments / Financial Planning Law / Financial Sciences / Investment Management), BCom (Economics), Postgraduate Diploma in Financial Planning and/or CFP
  • Proficient in both spoken and written English and at least one other of the official South African languages
  • Computer literacy (MS Office)
  • Passionate about a career in the short-term insurance industry

Recommended requirements:

  • Completed Regulatory Exams (RE5)
  • Relevant work experience within the short-term industry

Competencies:

  • Analytical skills
  • Communication skills (verbal & written)
  • Attention to detail
  • Client relationship management

Candidates interested must forward their CV with the vacancy title and location (Short-Term Insurance Adviser Assistant – Cape Town) in the subject line to careers.wealth@psg.co.za by no later than 30 September 2021.

If you are not contacted within 2 weeks of your application, please accept that your application was not successful.

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