Adviser Assistant
4 days ago
Job description:
The Adviser Assistant will be responsible for the administration of the underwriting and claims processes and to assist the broker with general administrative duties.
**Responsibilities**:
- Gather Policy information
- Compile a summary of information
- Research product information
- Handle and solve client enquiries (all existing business enquiries)
- Diary management for new and existing business cases
- Diary management for Insure Adviser
- Arrange appointments between Insure Adviser and Clients
- Maintain CRM system
- Manage Administrative Documentation (detailed records)
- Build and maintain good working relationships
- Record details of transactions
- Maintain Service Level agreement deadlines
- Manage policy renewals
- Ensure FAIS Compliance
- Load new/existing business policies
Skills sets required:
- Grade 12
- Computer literate (MS Outlook, Excel, and Word)
- Successfully completed the RE 5 Examination (Representatives)
- DOFA confirmation from FSCA
- A minimum of 2- years working experience within the Insurance industry
- Good verbal and written communication skills (English and at least one other official South African language)
- Good administration, organisation, and planning skills
- Good multi-tasking and time management skills
- Highly reliable, adaptable, and resilient
- Problem solving
- Attention to detail
- Team player
- Highly client-focused with good interpersonal skills
Ability to commute/relocate:
- Kempton Park, Gauteng: Reliably commute or planning to relocate before starting work (required)
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