Personal Lines: Administrative Assistant | Centurion, Gauteng | Permanent

Welcome to the Latest Job Vacancies Site 2025 and at this time we would like to inform you of the Latest Job Vacancies from the PSG Konsult Ltd. with the position of Personal Lines: Administrative Assistant | Centurion, Gauteng | Permanent - PSG Konsult Ltd. which was opened this.

If this job matches your qualifications, please send your application directly through our latest Job site. Indeed, every job is not easy to apply because it must meet several qualifications and requirements that we must meet in accordance with the standard criteria of the Company who are looking for potential candidates to work. Good job information Personal Lines: Administrative Assistant | Centurion, Gauteng | Permanent - PSG Konsult Ltd. below matches your qualifications. Good Luck: D

Designation: Personal Lines: Administrative Assistant | Centurion, Gauteng | Permanent Category: Administration and Operations Job Level: Semi-skilled and discretionary decision making Posted by: PSG Financial Services Posted on: 30 Jan 2025 Reference Number: POS37630 Closing date: 16-Apr-2025 Position Type: Permanent Location: Overview:

VACANCY | PERSONAL LINES: ADMINISTRATIVE ASSISTANT | CENTURION, GAUTENG | PERMANENT

PSGs commitment to transform and embrace diversity is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce. In achieving our employment equity goals, we give preference to applicants from designated groups, and we encourage people with disability to apply.

Description:

The Personal Lines Admin Assistant will be responsible for generating personal lines quotations on new clients and existing clients, file preparation and activation with product provider on completion of the Advisers advice process. Attending to the day-to-day underwriting requests from clients, advisers and providers, requesting renewal terms from Providers and preparing of the renewal and renewal file for the adviser on personal lines policies that link to commercial policies. Preparing and sending renewals out to clients on sand alone personal lines.

Responsibilities:

• Generate quotations on advice provided from advisers
• Provide relevant quotations as per adviser request
• Ensure that contact details are correct (contact person, email address and contact details)
• Load contact on myPractice as a prospect
• Record quotation on quotation register
• Prepare comprehensive quotation file (comparison quotes, application forms, debit order form, FAIS documents (record of advice, needs analysis, SLA, etc.)
• Activate accepted quotation with chosen product provider
• Prepare and send welcome pack (Welcome letter, policy schedule, policy wordings (Vaps, Sasria and product provider wordings), accepted quotation, FAIS documents (iComply Pack) to client and cc. the adviser
• Upload all documents (including quotations not taken up) onto myPractice under notes
• Record new business on new business register
• Provide accepted and completed pack to compliance monitoring division (Amanda)
• Attend to the day-to-day underwriting requests from clients, advisers and providers. Prepare and send email with the updated policy schedule to the client and cc the adviser on policies that link to commercial lines
• Upload all documents onto myPractice
• Request renewal terms from providers, discuss with advisers the policies that link to commercial lines and prepare the renewal and renewal pack for the adviser. Negotiate better terms with provider where needed
• Personal lines policies that link to commercial - Attend to all the adjustments after receiving the renewal file back from the adviser. Prepare and send renewal email to client (Renewal letter, updated renewal schedule, policy wordings (VAPS, SASRIA and product provider wordings), renewal schedule with changes as discussed with the client, signed FAIS documents (iComply Pack) to client and cc. the adviser
• Stand-alone personal lines policies - Request renewal terms from providers and negotiate better terms where needed Prepare renewal and send to the client (Renewal letter, renewal schedule, policy wordings (Vaps, Sasria and product provider wordings). Attend to adjustments on renewal as requested from the client. Email adjusted schedule to the client
• Upload all documents onto myPractice
• Ensure that all processes are in place, if not, request adviser / team leaders assistance

Minimum Requirements:

• Grade 12
• A minimum of 3 years working experience within the short-term Insurance industry
• Proficient in both spoken and written English and at least one other of the official South African languages
• Computer literacy (MS Office)
• NQF Level 4 Short Term Insurance qualification or studying towards
• DOFA confirmation from FSCA
• Successfully completed the RE 5 Examination (Representatives)

Competencies:

• Teamwork
• Organising and planning
• Client service orientation
• Attention to detail and able to handle pressure
• Negotiation Skills

How to apply:

Candidates interested must apply on the PSG Careers website https://www.psg.co.za OR browse vacancies https://bit.ly/3bD2iAK by no later than 16 April 2025. By submitting your application, you are giving PSG Financial Services implicit consent to the storage and processing of your personal information. If

Information :

• Company : PSG Konsult Ltd.
• Position : Personal Lines: Administrative Assistant | Centurion, Gauteng | Permanent
• Location : Centurion, Gauteng
• Country : ZA

How to Submit an Application:

After reading and knowing the criteria and minimum requirements for qualifications that have been explained from the Personal Lines: Administrative Assistant | Centurion, Gauteng | Permanent job info - PSG Konsult Ltd. Centurion, Gauteng above, thus jobseekers who feel they have not met the requirements including education, age, etc. and really feel interested in the latest job vacancies Personal Lines: Administrative Assistant | Centurion, Gauteng | Permanent job info - PSG Konsult Ltd. Centurion, Gauteng in 2025-04-11 above, should as soon as possible complete and compile a job application file such as a job application letter, CV or curriculum vitae, FC diploma and transcripts and other supplements as described above, in order to register and take part in the admission selection for new employees in the company referred to, sent via the Next Page link below.