Adviser Admin Assistant

Grahamstown, Eastern Cape, South Africa

Job Description


Job Summary Job description: To provide administrative assistance to the Advisers. 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: - Maintain and update the CRM systems (MyPractice / MyBase) - General administration and compliance - Preparing quotations for new and existing clients - Handling endorsements - Building and maintaining good working relationships with clients and internal stakeholders - Recording details and information on the relevant systems - Handling claims and follow ups Minimum requirements: - Matric - NQF 4 Certificate in Short-Term Insurance - 2 5 years short-term insurance experience - Proficient in both spoken and written English - Computer literacy (MS Office) Competencies required: - Good verbal and written communication skills - Strong administration skills - Planning and organising skills - Time management skills - Highly client focused with good interpersonal skillsThe Recruitment CouncilRecruiter

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Job Detail

  • Job Id
    JD1317017
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Grahamstown, Eastern Cape, South Africa
  • Education
    Not mentioned