Adviser Admin Assistant | Grahamstown

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

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