Insure Adviser Assistant (ADP) – Port Elizabeth, Eastern Cape – Permanent | PSG Konsult Ltd

Full Time Insurance

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Job Location : Eastern Cape, Port Elizabeth

Deadline : January 10, 2026

About the Role

Insure Adviser Assistants support financial advisors by managing client portfolios on platforms like Salesforce, Oracle, and HubSpot, enhancing compliance and operational accuracy in insurance services.

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 Short Term Insurance
  • Proficient in both spoken and written English and at least one other official South African language
  • 0-2 Years experience in the financial services industry
  • Claims and Underwriting experience – First Notice of Loss (Advantageous)
  • Strong technical and administrative skills

Competencies required:

  • Customer Service
  • Communication skills (verbal & written)
  • Time Management skills
  • Problem solving
  • Attention to detail
  • Team player

Deadline:30th December,2025

Career Growth & Education

Degrees in Finance, Economics, or Business, along with certifications in Insurance, Financial Planning, or CFP pathways, improve career growth. Exposure to advisory services offers specialization and leadership opportunities.

Salary & Financial Insight

Estimated monthly salary ranges from ZAR 20,000 to ZAR 35,000. Early adoption of investment and tax planning strategies supports wealth building.

How to Apply for this Offer

Interested and Qualified candidates should Click here to Apply Now

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