Personal Assistant

2 days ago

Johannesburg, Gauteng, South Africa Fouche & Co Recruitment Full time
Key Responsibilities:

Administrative Support:
  • Assist the admin manager with ad-hoc tasks as requested.
  • Manage the front desk switchboard for all departments between JHB & DBN branches.
  • Collect and analyze relevant information to compile reports and file accordingly.
  • Ensure the photocopier has sufficient paper and ink cartridge, replenishing as required.
  • Keep all documents, corporate files, and filing up to date and systematically organized for easy access.
  • Open new files for potential new clients and maintain SLA record keeping.
  • Answer calls promptly, forward messages accurately and in detail.
  • Perform daily or weekly filing.
  • Maintain, update, and archive files in a structured and confidential manner, adhering to due diligence and record-keeping standards.
  • Keep copies of all policy records and contracts, ensuring copies are sent to clients.
  • Assist in the required monthly broker budget (paid over) and minimum new client requirements.
Record Keeping:
  • Maintain an updated query register on all staff records.
  • Ensure client and company confidentiality.
  • Keep relevant information confidential according to legislative requirements (POPI Act, FICA, FAIS).
  • Capture, store, maintain, and update electronic data effectively.
  • Liaise with relevant consultants to ensure E-filing is maintained.
Client Queries:
  • Handle dealings and correspondence with clients professionally and diplomatically, whether in person, electronically, or telephonically.
  • Collaborate with other parties to deliver quality service to clients.
  • Promptly and effectively handle any queries that arise.
  • Request copy statements and tax certificates for clients when requested by the admin manager, broker, or relevant department.
  • Refer any queries that cannot be answered to the admin manager in a timely manner.
  • Update job knowledge by participating in educational opportunities, reading regulations, and professional publications.
Claims Management:
  • Forward claim forms at client request.
  • Assist clients in completing claim forms correctly.
  • Ensure clients return correctly completed and signed claim forms and supporting documents within the contractual claim period.
  • Submit claims to the necessary provider.
  • Keep the register and reporting system updated.
  • Liaise with brokers and clients regarding claim outcomes.
  • File claims on all library mediums.
Reporting:
  • Submit weekly registers to the admin manager and stat consultant.
Qualifications and Skills:
  • Matric or Equivalent
  • Proven experience as a Personal Assistant or Administrator.
  • Strong organizational and multitasking skills.
  • Excellent communication and interpersonal skills.
  • Proficiency in MS Office and office management software.
  • Ability to maintain confidentiality and handle sensitive information.
  • Knowledge of insurance brokerage operations is a plus.
Experience:
  • Minimum of 2-3 years of experience in a similar role.
  • Experience in the insurance industry is advantageous.

Remuneration: R12 000 R15 000 CTC

**Only shortlisted candidates will be contacted**

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