Claims Administrative Assistant

2 weeks ago


Bellville, South Africa PSG Wealth Financial Planning Full time

Job description:
The Administrative Assistant is primarily responsible for performing after sales service offering to customers, thereby contributing to the ongoing customer relationship. The focus of the role is to provide quality service and maximise customer retention and referral, in line with the Practice Service model and Procedures. The role needs excellent client relationship management and office administrative skills.

**Responsibilities**:

- Interact, manage and provide effective client service
- Implement new business
- Prepare client files
- Proactive management of daily claims administration, from opening to closure of each claim
- Process client queries and instructions
- Administer all products
- Assist in obtaining quotes for new business from insurance providers, creating quote summaries and comparisons
- Coordinate prospect projects
- Research product information
- Maintain the CRM system
- Assist clients with Emergency Assistance as and when required

Minimum requirements:

- Diploma
- 2 - 5 years relevant work experience in Short Term Insurance
- Proficient in both spoken and written English and Afrikaans
- Computer literacy: Strong Office 365 proficiency (Especially Microsoft Excel)

Competencies required:

- Resilient
- Teamwork
- Organising and planning
- Client service orientation
- Attention to detail

Independent

**Education**:

- Diploma (preferred)

**Experience**:

- Short Term Insurance Administration: 2 years (required)

Ability to Commute:

- Bellville, Western Cape (required)

Ability to Relocate:

- Bellville, Western Cape: Relocate before starting work (required)



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