Responsibilities and Duties

• Schedule appointments and assist clients with
• Complete & process new business and servicing
• Update existing client details and servicing changes
• Receive and respond to client incoming calls and emails in a friendly, punctual
• Maintain an organized, compliant and efficient filing
• Follow-up on pending business and contact individual client with
• Assist Advisor with pre-appointment
• Prepare & manage a weekly report on new business submitted, new business issued and servicing requests.
• Submit and follow up on medical and GAP cover claims
• Qualifications and Skills
• Minimum Requirements - Matric
• Industry Related qualifications or certifications
• Must be well Computer literate (Microsoft Office - Outlook, Word, Excel)
• Strong communication skills in both Afrikaans and English
• Must be self-driven and able to work independently
• Excellent verbal and written communication skills in both Afrikaans and English
• Excellent telephone manner and confident on the phone
• High level of client service orientation
• Must be strong in administrative duties Experience
• Ability to deal with multiple tasks simultaneously
• Practical assistant or secretarial experience (advantageous)
• Must have corporate or industry experience
• Must be well computer literate in Office (Word, Excel, Outlook, Explorer)