Adviser Admin Assistant | Grahamstown

The Recruitment Council; Makhanda; On-site; USD 1 000 - 3 000; Full time

Job summary

An established industry player is seeking a detail-oriented Adviser Admin Assistant to enhance client relationships and ensure smooth administrative processes. This role is pivotal in maintaining customer satisfaction and retention, requiring strong communication and organizational skills. You will be responsible for managing CRM systems, preparing client quotations, and handling claims. If you have a passion for the financial industry and possess the necessary experience and skills, this opportunity could be the perfect next step in your career. Join a dynamic team where your contributions will be valued and make a difference!

Qualifications

• 2-5 years experience in short-term insurance required.
• Proficient in spoken and written English is essential.

Responsibilities

• Maintain and update CRM systems and handle general administration.
• Build and maintain relationships with clients and stakeholders.

Skills

Client relationship management

Office administration

Communication skills

Time management

Computer literacy

Education

Matric

NQF 4 Certificate in Short-Term Insurance

Tools

CRM systems (MyPractice / MyBase)

MS Office

Job description

Are you passionate about the financial industry and ready to embark on a rewarding career? Our client is looking for a dedicated and detail-oriented Adviser Admin Assistant to join their dynamic team. 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 skills