Insure Adviser Assistant (ADP) – Vredenburg, West Coast, Western Cape – Permanent | PSG Konsult Ltd

Full Time Insurance

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Job Location : Western Cape,

Deadline : January 10, 2026

About the Role

Insure Adviser Assistants manage client interactions and policy administration using platforms like Salesforce, HubSpot, and Oracle, ensuring operational efficiency and regulatory compliance.

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 NQF4/5 Short Term Insurance Certificate (specific) or BCom Degree (Preferably majoring in Information Systems, Analytics and Investment Planning/ Risk Management/Economics) – essential
  • No experience, or less than 2 years’ experience in the financial services industry
  • Proficient in both spoken and written English and Proficient in both spoken and written English, and at least one other of the official South African languages

Competencies required:

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

Deadline:10th January,2026

Career Growth & Education

Degrees in Finance, Accounting, or Business Administration, with certifications in Insurance, Financial Planning, or CFP, enhance career growth. Specializing in client advisory opens senior-level opportunities.

Salary & Financial Insight

Estimated monthly salary ranges from ZAR 20,000 to ZAR 35,000. Incorporating insurance and investment strategies supports financial security.

How to Apply for this Offer

Interested and Qualified candidates should Click here to Apply Now

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