Adviser Assistant | Schweizer-Reneke

The Recruitment Council; Schweizer-Reneke; On-site; ZAR 150 000 - 250 000; Full time

Job summary

An exciting opportunity awaits for a detail-oriented Adviser Admin Assistant at a prominent financial services firm. This role focuses on delivering exceptional after-sales service to clients, ensuring their needs are met and fostering long-term relationships. The ideal candidate will possess strong administrative skills, be proficient in both Afrikaans and English, and have a solid background in the short-term insurance industry. Join a dynamic team where your attention to detail and client service orientation will be valued, and help shape the future of customer service in financial services.

Qualifications

• Grade 12 qualification and RE 5 are essential for this role.
• 5+ years of experience in the short-term insurance industry required.

Responsibilities

• Perform general administrative duties and assist the Broker.
• Process client queries and administer all products.

Skills

Client relationship management

Office administrative skills

Computer literacy (MS Office)

Multitasking

Attention to detail

Education

Grade 12 qualification

RE 5

Certificate in Short-Term Insurance (150 Credits)

Tools

CRM systems

Job description

Are you a detail-oriented individual with a passion for financial services? We have an exciting opportunity for an Adviser Admin Assistant at a leading Financial Services firm. The Adviser Admin Assistant is primarily responsible for performing after-sales service offerings to customers, thereby contributing to the ongoing customer relationship. 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:

• General administrative duties.
• Assist Broker with tasks.
• Prepare client files.
• Process client queries and instructions.
• Administer all products.
• Available to assist clients 24/7.
• Able to navigate and assist clients on CRM systems.

Experience and Qualifications:

• Grade 12 qualification.
• RE 5.
• Certificate in Short-Term Insurance (150 Credits).
• 5+ years of relevant work experience within the short-term insurance industry.
• Proficient in both spoken and written Afrikaans and English.
• Computer literacy (MS Office).

Competencies:

• Efficient and accurate.
• Teamwork.
• Great multi-tasker.
• Organising and planning.
• Perform well under pressure.
• Client service orientation.
• Attention to detail.