Insurance Services Assistant
3 days ago
We are seeking an experienced Insurance Services Assistant to join our team at Ultra Personnel. The successful candidate will provide administrative support to our Financial Planning Partners, ensuring the efficient delivery of client services.
Key Responsibilities- Client Services: Assist in the implementation of client services experiences, as defined by the Head of Operations. Take full responsibility for the implementation of administrative processes and controls in the Financial Planning practice.
- Operations: Collate clients' related information, prepare documentation for engagement, and monitor the submission of intermediary appointment notes to ensure clients successfully transfer to the license group.
- Operational Support: Align with the PCS CRMs to ensure complete pre-population of PCS mandates and applications. Assist in the preparation of client portfolios using Astute and / or product provider information.
- Relevant tertiary education or courses
- 2-3 years in the financial services industry
- Good knowledge of FAIS and FICA legislation
At Ultra Personnel, we value our employees and offer a supportive work environment. If you are a motivated and organized individual with a passion for the financial services industry, please apply for this exciting opportunity.
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Insurance Broker Assistant
2 weeks ago
Pietermaritzburg, KwaZulu-Natal, South Africa Ultra Personnel Full timeJob Title: Insurance Broker Admin AssistantWe are seeking a highly organized and detail-oriented Insurance Broker Admin Assistant to join our team at Ultra Personnel.Key Responsibilities:Support the Financial Planning Partner(s) in providing exceptional client services.Collaborate with regional teams and other Assistants to ensure seamless operations.Oversee...
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Insurance Broker Assistant
4 weeks ago
Pietermaritzburg, KwaZulu-Natal, South Africa Ultra Personnel Full timeJob Title: Insurance Broker Admin AssistantWe are seeking a highly organized and detail-oriented Insurance Broker Admin Assistant to join our team at Ultra Personnel.Key Responsibilities:Support the Financial Planning Partner(s) in providing exceptional client services.Collaborate with regional teams and other Assistants to ensure seamless operations.Oversee...
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Insurance Claims Manager
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Insurance Operations Assistant
2 weeks ago
Pietermaritzburg, KwaZulu-Natal, South Africa Ultra Personnel Full timeJob DescriptionUltra Personnel is seeking a highly organized and detail-oriented Insurance Operations Assistant to support our Financial Planning Partners in providing exceptional client services. The successful candidate will be responsible for overseeing administrative, operations, and client services support, ensuring seamless delivery of client...
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Insurance Claims Manager
1 month ago
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Insurance Claims Manager
5 days ago
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Commercial Lines Insurance Specialist
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Financial Services Specialist
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Financial Services Professional
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Financial Services Professional
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