Insure Adviser Assistant (ADP) | Langebaan, Western Cape

PSG Konsult Ltd · Western Cape

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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
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