Description:
Minimum requirements:Grade 12 NQF4 Short Term Insurance or Financial Degree RE 5 completed - essential Min 2 years Personal & Commercial Lines experience in financial services DOFA (Date of first appointment confirmed with FSCA) - advantageous Computer literacy (MS Office) Be proficient in English and speak/understand at least one other South African language
Responsibilities:
Administration (filing, scanning, typing of correspondence)
Answering telephone/receiving clients
Consistent and proactive planning for months ahead
Interact, manage and provide effective client service
Prepare client files
Process client queries and instructions
Preparing renewals
Following up on claims
Administer all products and general office administration
Set up appointments and diarizing for Adviser
Intermediary Services
Assistant clients on polices and procedures
Maintain the CRM systems and asset registers
Salary: R10 000 R15 000 pm.
20 May 2025;
from:
gumtree.co.za