Advisor Assistant

Brits, North West
Permanent
Full-time

14 days ago

Are you a highly skilled Short-Term Insurance professional with a passion for agriculture and client service? Our Client is looking for an experienced and driven individual to join our team as an Underwriting Assistant, supporting our Adviser with personal, commercial, and agri/crop insurance.📌 Minimum Requirements:

Grade 12 with RE 5 Examination successfully completed.
NQF Level 4 Short-Term Insurance qualification.
DOFA confirmation from FSCA.
8–10+ years’ experience in short-term insurance (commercial, personal, and agriculture).
Computer literacy: MS Outlook, Excel, and Word.
Excellent communication skills in English + at least one other official SA language.
Own transport and valid driver’s license.
Must reside in, or be familiar with, the area.

🔑 Key Responsibilities:

Act as the first point of contact, liaising directly with clients.
Prepare accurate and timely quotations for new and existing clients.
Handle new policies, renewals, and endorsements efficiently.
Build and maintain strong relationships with clients and internal stakeholders.
Maintain meticulous recordkeeping and ensure data accuracy.
Provide seamless administrative support to the Adviser.

💡 Competencies:

Strong administration, organisation, and planning skills.
Ability to multi-task and manage time effectively.
Reliable, adaptable, and resilient under pressure.
Works well independently and within a team.
Solid product knowledge with a strong client-service orientation, especially when engaging with farmers.

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