Insure Adviser Assistant: PSG Financial Services x1
- Reference Number: POS40598
- Company: PSG Financial Services
- Location: Parys, Free State (Alleman Rd)
- Employment Type: Permanent
- Job Level: Semi-skilled / discretionary decision-making
- Category: Administration and Operations
- Posted: 10 February 2026
- Closing Date: 23 February 2026
Job Overview
The PSG Financial Services is seeking a client-focused Insure Adviser Assistant to provide administrative support to financial advisers.
The role emphasizes quality service, client retention, and efficient administration of personal and commercial short-term insurance lines, following the Practice Service model and compliance procedures.
Main Purpose of the Role
To assist advisers with administrative and operational tasks, ensuring smooth policy management, accurate record-keeping, and a high standard of customer service to maximise retention and referrals.
Key Responsibilities
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Maintain and update CRM systems (MyPractice / MyBase).
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Provide general administration and compliance support.
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Prepare quotations for new and existing clients.
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Issue new policies, renewals, and endorsements.
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Build and maintain good relationships with clients and internal stakeholders.
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Record all relevant client and policy information accurately.
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Assist in handling claims.
Minimum Requirements
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Matric certificate.
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NQF 4 Certificate in Short-Term Insurance (advantageous).
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2–5 years’ experience in short-term insurance administration (advantageous).
Competencies & Skills
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Proficient in English (spoken and written) plus one other official South African language.
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Computer literate (MS Office).
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Strong administration, planning, and organisation skills.
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Time management and attention to detail.
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Excellent verbal and written communication skills.
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Highly client-focused with strong interpersonal abilities
Company & Employment Equity
PSG Financial Services promotes diversity and inclusion, prioritising applicants from designated groups and encouraging persons with disabilities to apply.
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Commitment to employment equity and creating an inclusive workforce.
How to Apply
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Apply online by 23 February 2026: PSG Careers
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By applying, candidates consent to the storage and processing of their personal information.
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If not contacted within 4 weeks, the application was not successful.