Insure Adviser Assistant (adp) | Langebaan, Western Cape

Closing date: 20-Oct-2026

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:

• Relevant financial qualification (Preferably a completed Bachelor's Degree majoring in Financial Planning/Investment Planning/Risk Management/Economics/Accounting/Business Management) or LLB.
• 0-2 Years experience in the financial services industry advantageous but not compulsory
• Strong Computer literacy (MS Office) - Highly competent in Excel and PowerPoint
• Strong technical and administrative skills.

Competencies required:

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