Insure Adviser Assistant

Minimum requirements: Grade 12 NQF4 Short Term Insurance or Financial Degree RE 5 completed - essential Min 2 years Personal & Commercial Lines experience in financial services DOFA (Date of first appointment confirmed with FSCA) - advantageous Computer literacy (MS Office) Be proficient in English and speak/understand at least one other South African language 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 Salary: R10 000 R15 000 pm.

Location: Rustenburg, ZA

Posted Date: 5/23/2025