Client Relations Admin for Short-Term Insurance

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

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!