Insure Adviser Assistant (ADP) – Paarl, Cape Town, Western Cape – Permanent | PSG Konsult Ltd
Job Location : Western Cape, Cape Town
Deadline : January 10, 2026
About the Role
Insure Adviser Assistants provide critical administrative support to advisors, using platforms like Salesforce, SAP, and HubSpot to ensure compliance and operational excellence.
Job description:
- To provide underwriting assistance to the Advisers. The position will focus on personal and commercial lines business.
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:
- Completed BCom Degree (Preferably majoring in Information Systems, Analytics and Investment Planning/ Risk Management) or BCom (Economics) / NQF4/5 Short Term Insurance
- No more than 2 Years experience in the financial services industry
Competencies required:
- Customer Service
- Communication skills (verbal & written)
- Time Management skills
- Problem solving
- Attention to detail
- Team player
Deadline:5th January,2026
Career Growth & Education
Degrees in Finance, Business, or Economics combined with certifications in CFP, Insurance, or Financial Planning enhance career prospects. Opportunities for leadership and specialized advisory roles are available.
Salary & Financial Insight
Estimated monthly salary ranges from ZAR 20,000 to ZAR 35,000. Financial planning including investments and insurance ensures sustainable wealth growth.
Interested and Qualified candidates should Click here to Apply Now
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