Administrative Assistant

**Job description**:
The Administrative Assistant is primarily responsible for performing after intermediary services 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**:

- Administration (filing, scanning, typing of correspondence)
- Answering telephone/receiving clients
- Consistent and proactive planning for months ahead
- Interact, manage and provide effective client service
- Prepare client files
- Process client queries and instructions
- Preparing renewals
- Following up on claims
- Administer all products and general office administration
- Set up appointments and diarizing for Adviser
- Intermediary Services
- Assistant clients on polices and procedures
- Maintain the CRM systems and asset registers

**Minimum requirements**:

- Grade 12
- RE 5
- NQF Level 4 in Short Term Insurance (Advantageous)
- 1 - 2 years experience in Short Term Insurance
- Proficient in both spoken and written English and at least one other of the official South African languages
- Computer literacy (MS Office)

**Competencies required**:

- Teamwork
- Strong Organising and planning skills
- Client service orientation
- Attention to detail

**Experience**:

- short-term insurance: 1 year (required)

License/Certification:

- RE 5 Certificate (required)

Ability to Commute:

- Shelly Beach, KwaZulu-Natal (required)