Insure Adviser Assistant | Welkom

PSG is a leading independent financial services group, with an extensive national footprint and Namibian presence. We have been in operation since 1998, and offer a value-orientated approach to our clients' financial needs, from asset and wealth management to insurance. PSG has more than 250 offices throughout South Africa, and two offices in Windhoek. Our business consists of three operating divisions: PSG Wealth, PSG Asset Management and PSG Insure. Each applies its own dedicated focus to our clients'​ financial wellbeing.Job description: To provide administrative assistance to the Advisers. The focus of the role is to provide quality service and maximise customer retention and referral, in line with the Practice Service model and Procedures. The position will focus on personal and commercial lines business. Responsibilities: Maintain and update the CRM systems (MyPractice / MyBase) General administration and compliance 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 Handling claims Minimum requirements: Matric NQF 4 Certificate in Short-Term Insurance (Advantageous) RE5 Certificate (Advantageous) 2 years short-term insurance experience Proficient in both spoken and written English and at least one other of the official South African languages Computer literacy (MS Office) Competencies required: Good verbal and written communication skills Strong administration skills Planning and organising skills Time management skills Highly client focused with good interpersonal skills Closing date: 26-Jun-2026