Company:
PSG Konsult Ltd
Industry: Banking / Financial Services
Deadline: Feb 26, 2026
Job Type: Full Time
Experience: 1 – 2 years
Location: Eastern Cape
Province:
Field: Administration / Secretarial
Job description:
- To provide general administrative assistance to the Advisers. The position will focus on general administration of short-term insurance, life-insurance and investments.
Responsibilities:
- Liaising with Underwriting staff to complete underwriting tasks and queries
- Liaising with claims clerks to lodge client claims and queries
- Liaising with underwriting staff to complete new applications and quotations
- Prepare new business
- Issuing new policies, renewals, and endorsements
- Negotiating renewal terms and preparing the renewal documentation
- Recordkeeping (electronic)
- Provide regular feedback to relevant parties (client/stakeholders)
- Obtaining the correct information from clients, recording details and information accurately on the relevant systems
- Provide administrative support
- Able to navigate and assist clients on CRM systems
Minimum requirements:
- Matric Certificate
- NQF 4 Short Term Insurance Certificate OR NQF 5 Wealth Management Certificate OR Relevant Financial Degree (Preferred)
- RE 5 Certificate (Advantageous)
- 1 – 2 financial services experience, specifically in short-term insurance or wealth management
Skillset Required:
- Strong computer literacy (MS Office)
- Good verbal and written communication skills
- Strong administration skills
- Attention to detail
- Planning and organising skills
- Time management skills
- Highly reliable, adaptable, and resilient
- Highly client focused with good interpersonal skills
- Perform well under pressure
- Great multi-tasker
CLOSING DATE: 11TH, NOVEMBER,2025
