Work-Force
Responsibilities and Duties:
- Administrative Support: Perform general administrative duties related to insurance operations.
- Reporting: Complete and submit monthly reports accurately and on time.
- Quotation Requests: Request and manage quotations for life insurance products.
- Appointments: Schedule and confirm appointments with clients and stakeholders.
- Client Services: Provide general client services, including data entry and system updates.
- Stakeholder Communication: Correspond with both internal and external stakeholders to ensure smooth operations.
- Database Management: Continuously update and maintain the client database, ensuring accuracy.
- Record Keeping: Create and update client records as required.
- Compliance Follow-Up: Follow up with financial advisors and brokers to ensure all client information and compliance requirements are met.
Qualifications and Skills:
- Education: Matric / Grade 12.
- Experience: Minimum of 2 years in an administrative role; 3 years of experience in the insurance industry is advantageous.
- Computer Skills: Proficient in MS Office, particularly Excel; knowledge of Astute is a plus.
- Industry Knowledge: Understanding of various insurance platforms such as Discovery, Momentum, Liberty Life, Sanlam, PPS, Brightrock, etc.
- Interpersonal Skills: Excellent communication and interpersonal skills.
- Organizational Skills: Strong organizational and planning skills, with the ability to meet deadlines effectively.
- Attention to Detail: High level of accuracy in data entry and record management.
Apply Today and be a part of our dedicated team providing exceptional insurance services!