Personal Assistant to Short Term Broker

2 weeks ago

Bedfordview, Gauteng, South Africa Charm Recruitment Agency Full time

My client an Insurance company is looking for a PA To provide full secretarial and administrative assistance services to the departmental manager and to maintain client service excellence.

Must have Matric

At least 5 to 7 years experience working as a Personal Assistant

Experience working in insurance is a huge advantage

Perform General Office Administration:

  • Readily assist admin manager with adhoc tasks as requested
  • Manage front desk Switchboard for all departments between JHB & DBN branch.
  • Collects and analyses relevant information to compile reports and file accordingly
  • Ensures photocopier has sufficient paper and ink cartridge and replenishes as required
  • Ensures all documents, corporate files and filing are always up to date and filed systematically so that information is readily accessible to relevant persons
  • Opens new files for potential new clients and SLA record keeping
  • Answers calls promptly and immediately forwards all messages taken
  • Ensures messages are always accurate, uptodate, and detailed before promptly handing out
  • Filing is done on a daily or weekly basis
  • Maintains updates and archives files in a structured and confidential manner and in line with due diligence, record keeping and standards
  • Keeps copies of all policy records and contracts and ensures that copies are sent to clients
  • Understands and aids in the required monthly broker budget (paid over) and minimum new client requirements

Record Keeping:

  • Maintain an updated query register on all staff records
  • Maintain client and company confidentiality
  • Ensures relevant information is always kept confidential according to legislative requirements noted in the POPI act, FICA and FAIS
  • Ensures electronic data is effectively captured, stored, maintained, and updated
  • Liaise with the relevant consultants to ensure Efiling is maintained

Client Queries:

  • Ensures that dealings and correspondence with clients are professional and diplomatic, whether in person, electronic medium or telephonically
  • Collaborates with other parties to deliver a quality service to the client
  • Promptly and effectively handles any queries that may arise
  • Requests copy statements and tax certificates for clients when requested by Admin manager, broker, and relevant department
  • Timeously refers any queries that cannot be answered to Admin manager
  • Updates job knowledge by participating in educational opportunities, reading regulations and professional publications.

Claims Management Function:

  • Forward claim form at client request
  • Assists client to complete claim form correctly
  • Ensures client returns correctly completed and signed claim form and supporting documents within contractual claim period
  • Submit to the necessary provider
  • Keep register and reporting system updated
  • Liaise with Broker and client regarding outcome
  • File on all library mediums

Reporting:

Submit weekly registers to Admin Manager and Stat consultant

Job Types:
Full-time, Permanent

  • Short Term Insurance Broker

    2 weeks ago

    Bedfordview, Gauteng, South Africa Charm Recruitment Agency Full time

    Minimum requirements: Minimum NQF 4 in shortterm insurance or relevant financial qualification (minimum 120 credits) RE 5 (not negotiable) Personal and commercial class of business, if registered as a representative after 201 Minimum 3 years personal and commercial lines experience required. Knowledge of the FAIS, FICA and POPI acts.Responsibilities: Sales...

  • Commercial Insurance Broker

    2 weeks ago

    Bedfordview, Gauteng, South Africa Recruitment @ Featherway Full time

    Commercial Broker & Account ManagerLocation: Kloof - KZN & Bedfordview -JHBStar date: May 2024Reporting to: National Sales HeadRemuneration: Basic & CommissionRequirements: 5y> Commercial Shortterm Sales & Account management experience 5y> Business development experience Full shortterm credits RE Class of business for short term products Up to date CPD...

  • Corporate Claims Consultant

    2 weeks ago

    Bedfordview, Gauteng, South Africa Yazoo Recruitment Specialists Full time

    Corporate Claims Consultant with full insurance industry qualifications and RE5, and minimum 3 years' Corporate Claims experience, required to start asap, with this national Broker Consulting Firm based in Umhlanga.Experience in a Broker environment essential.Minimum requirements: Grade 12 essential NQF4 short term insurance essential NQF5 short term...

  • Underwriter: Commercial and Personal Lines

    2 weeks ago

    Bedfordview, Gauteng, South Africa PSG Konsult Full time

    Job description:To provide underwriting assistance to the Advisers. The position will focus on commercial and personal Lines.Responsibilities: Client face to face meetings if necessary at the Office Liaising and providing feedback to clients of underwriting progress. Handling client queries Underwriting Management: the daily underwritings process preparing...

  • Commercial Underwriter

    2 weeks ago

    Bedfordview, Gauteng, South Africa Yazoo Recruitment Specialists Full time

    Commercial Underwriter with minimum 3 years' Short Term Commercial Underwriting experience, preferably within a Broker environment, required to start asap with a national Financial Service Provider.Positions available in Cape Town, Bedfordview and Port Elizabeth.Minimum requirements: Matric Relevant Insurance related qualification FAIS & RE essential Minimum...

  • Personal Assistant

    2 weeks ago

    Bedfordview, Gauteng, South Africa HR Genie Full time

    Our client is looking for a highly professional and exceptionally capable Personal Assistant to provide comprehensive support to their CEO. This pivotal role demands a proactive individual who thrives in a dynamic environment, ensuring the CEO's workflow is seamless and efficient. The ideal candidate will possess outstanding organizational skills, the...

  • Broker - Commercial Insurance

    2 weeks ago

    Bedfordview, Gauteng, South Africa Restore Human Capital Full time

    A leading organization within the Insurance Sector seeks your expertise and understanding of Commercial Sales, B2B Sales, Business Development, Key accounts and External Sales to secure this opportunity and be trained to be a Commercial Broker who sells Commercial Insurance products designed for businesses.Location: Bedfordview or CenturionSalary: Retainer...

  • B2b Sales- Commercial Insurance Broker

    2 weeks ago

    Bedfordview, Gauteng, South Africa Restore Human Capital Full time

    A leading organization within the Insurance Sector seeks your expertise and understanding of Commercial Sales, B2B Sales, Business Development, Key accounts and External Sales to secure this opportunity and be trained to be a Commercial Broker who sells Commercial Insurance products designed for businesses.Location: Bedfordview JohannesburgSalary: A retainer...

  • Personal/fitness Trainers

    2 weeks ago

    Bedfordview, Gauteng, South Africa F45 Bedfordview Full time

    45 Bedfordview are looking for enthusiastic, energetic, and qualified personal trainers to join their teamFunctional, HIIT and strength based group classes.Qualified in Personal training, CPRSales experience an advantageAble to work with people and create an awesome fun enviroment.We require a CV and a short video introducing yourself and telling us why you...

  • Corporate Claims Consultant

    2 weeks ago

    Bedfordview, Gauteng, South Africa Yazoo Recruitment Specialists Full time

    Corporate Claims Consultant with full insurance industry qualifications and RE5, and minimum 3 years' Corporate Claims experience, required to start asap, with this national Brokerage based in Bedfordview.Minimum requirements: Grade 12 essential NQF4 short term insurance essential NQF5 short term insurance preferred RE5 essential Minimum 35 years full...

  • Junior Professional Indemnity

    2 weeks ago

    Bedfordview, Gauteng, South Africa Armstrong Appointments Full time

    Main job functionInsurance underwriters analyse risk in insurance proposals, determine policy terms and calculate premiums on the basis of actuarial, statistical and background information.Qualifications:AIISA or working towards completing of qualification FAIS compliantMust have Liability underwriting experience Minimum 3 years' experience.Salary negotiable...

  • Sales Professionals to Be Trained As Financial

    2 weeks ago

    Bedfordview, Gauteng, South Africa Featherway Recruiting Full time

    Sales Professionals to be trained as Financial Planners.Join an elite group of sales professionals who have chosen a lucrative career path specialising in Financial Planning. The Hereford Group of Companies was established in February 1995. Since its founding year the Group has experienced exponential growth. The Hereford brand has become synonymous with...

  • Commercial Underwriter

    2 weeks ago

    Bedfordview, Gauteng, South Africa PMG Recruitment Services Full time

    Minimum education level:MatricMinimum of 5 yrs Commercial Underwriting ExperienceResponsibilities:Underwriting: Assist with tasks as received from Senior Management Assist with technical investigation on Loss Ratio and indepth claims analysis, corrective actions to be implemented, cancellation discussions with team members and where needed, brokers as well....

  • Telesales Assistant

    2 weeks ago

    Bedfordview, Gauteng, South Africa The Joblink Full time

    Contact person for this position:Amori PrinslooOur client, a leading Supermarket Group is urgently looking for the expertise of a Junior Telesales Assistant with experience in the FMCG Industry.We are looking for a well-spoken, energetic individual with a positive attitude who will be responsible assisting the telesales team.Qualifications / Knowledge: Grade...

  • Senior Claims Consultant

    2 weeks ago

    Bedfordview, Gauteng, South Africa Yazoo Recruitment Specialists Full time

    Senior Commercial Claims Consultant with minimum 3 years' Commercial Claims experience in a Brokerage, required for a national Insurance Broker based in either Cape Town CBD or Bedfordview. Grade 1 RE Certificate essential Relevant FAIS accreditation required Minimum 3 years' full function commercial claims experience essential Experience within a Brokerage...

  • Patients Assistant

    2 weeks ago

    Bedfordview, Gauteng, South Africa StaffCentral Consulting Full time

    Job Duties/Responsibilities will include:Professional interaction with clientsTransport patients from reception to wards and vice versa.Transport patients from wards to doctor's rooms and X-rays and other allied health professional rooms.Assist patients with their luggage on admission or discharge.Check Wheelchairs for cleanliness and whether in need of...

  • Office Assistant/cleaner

    2 weeks ago

    Bedfordview, Gauteng, South Africa The Joblink Full time

    Contact person for this position:Amori PrinslooOur client in the FMCG Industry is looking to employ an Office Assistant/Cleaner to join their team.Duties & Responsibilities Ensure that all offices & Bathrooms/Toilets, are kept clean daily Preparations and serving of refreshments to staff & visitors Washing of office crockery and cutlery Assist with...

  • National Underwriting Manager

    2 weeks ago

    Bedfordview, Gauteng, South Africa Green Marble Recruitment Consultants Full time

    About the JobMinimum Requirements:Matric with exemptionFAIS compliantKey Individual certificationACII qualificationMinimum 10 years of commercial underwriting experienceStrong leadership skillsStrategic thinkingEffective communication skillsAbility to streamline processes and enhance productivityResponsibilities:Underwrite complex risks and assist colleagues...

  • Claims Consultant

    2 weeks ago

    Bedfordview, Gauteng, South Africa Yazoo Recruitment Specialists Full time

    Claims Consultant with minimum 3 years' Commercial and Personal Lines Claims experience in a Broker environment (Binder agreement), required to start asap.Minimum requirements: Matric essential RE5 essential FAIS qualifications/credits essential CIMS advantageous Minimum 3 years' Commercial and PL claims experience, essentialResponsibilities: Claims...

  • Personal Insurance Advisor

    2 weeks ago

    Bedfordview, Gauteng, South Africa Bsure Insurance advisors Full time

    Client care is responsible for managing calls from existing clients, making required amendments to client's policies, and is responsible for the upselling of existing clients polices. Following up for clients to ensure changes and queries have been dealt with timeously. Managing general queries from clients in a manner which simplifies the client's efforts....