Administrative Assistant

7 days ago

Somerset West, South Africa Pro-Match Recruitment Full time

**Job Title: Administrative Assistant for a Financial Advisor in Pretoria East**

**Job Summary**: We are seeking a highly organized and detail-oriented Administrative Assistant to join our team as a key support role for our insurance brokerage.

This role involves managing paperwork, communicating with clients and insurance providers, and assisting the broker in various administrative tasks.

**Responsibilities**:

- **Documentation Management**:

- Organize and maintain client files and records.
- Ensure accuracy and completeness of all documentation.
- **Client Communication**:

- Act as a liaison between clients, insurance carriers, and the broker.
- Handle client inquiries and provide timely and professional responses.
- Schedule and confirm client appointments.
- **Policy Renewals and Updates**:

- Monitor policy renewal dates and initiate the renewal process.
- Communicate with clients to obtain necessary information for renewals.
- Update client records with new policy information.
- **Administrative Support**:

- Provide general administrative support to the insurance broker.
- Assist in preparing presentations, reports, and other documents.
- Schedule meetings and manage the broker's calendar.
- **Claims Assistance**:

- Assist clients in filing insurance claims.
- Communicate with insurance providers to track and expedite claims.
- Maintain records of claims and follow up on claim statuses.
- **Policy Issuance and Endorsements**:

- Process policy issuances and endorsements accurately and promptly.
- Verify policy information for accuracy before issuance.

**Qualifications**:

- **Education**: High school diploma or equivalent; additional relevant education is a plus.
- **Experience**: Previous experience in an administrative role, preferably in the insurance industry.
- Language: Fully Bilingual in Afrikaans and English


**How to Apply**:

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