Insurance Administrator

1 month ago

Paarl, South Africa Vine Recruitment Full time

Our client based in Paarl, a leading independent financial services company is recruiting for a Insurance administrator /  PA to join their team.

Requirements:

Matric with at least 5 years, experience as a Personal Assistant, preferably, to the Financial Services industry

OR a B-Degree with at least two-or-more years, experience as a Personal Assistant, preferably, but not limited to the Financial Services industry

Must be computer literate on a basic to intermediary level on Microsoft Office software

Must have excellent communication skills in Afrikaans and English

Must have excellent interpersonal, time management and organizational skills

Must be able to work independently with the ability to multitask and prioritize workloads

Must have the ability to follow established processes

Own transport and cell phone is mandatory.

 

Responsibilities:

Keeping of electronic diary and organizing the advisor’s time management

Preparing of reports, presentations, and other correspondence

Coordinate engagements and events, keeping of notes, scheduling of meetings, booking of venue’s etc

First point of contact with client enquiries

Maintain client relations

Record keeping of client data on relevant data base system

Preparation of client files according to legislation

Liaising with staff and suppliers when necessary

Attending to client consultations for new business and service-related needs

Maintaining of existing business

Developing and presenting financial planning recommendations and/or alternatives to clients

To have a holistic approach to financial advice

Establishing and defining a professional relationship with clients

Analyzing and evaluating of financial information

The implementation of financial planning recommendations

The monitoring of the financial planning recommendations

Oversee the administration of a financial planning practice, including but not limited to compliance, revisions, marketing opportunities, etc.

 

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