Administration Assistant Insurance
Job Placements · Greyville
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Start free — we apply for you →Requirements
- Matric completed
- AI training (Advantageous)
- 2-3 years of experience as a Personal Assistant
- 2 - 3 years experience in wealth services industry
- Computer literate (MS Outlook, Excel, Word, CRMs)
- Fluent in written and spoken English
Responsibilities
- Handling administration related to risk portfolios
- Handling administration related to medical aid and life insurance
- Handling switches
- Portfolio management and administration
- Compliance management
- Monthly review schedules
- Life companies to facilitate quotes
- Interact, manage and provide effective client service
- Implement new business
- Prepare client files
- Process client queries and instructions
- Maintain the CRM system
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