Personal Assistant (Insurance)

Reference: DBN000733-JB-1

Umhlanga - Are you a highly organised administration professional looking to step into a dynamic role where your multi-tasking abilities truly shine? Take the next step in your career with an established team where your daily operational support makes a tangible impact. Duties & Responsibilities

Our client is an established financial services provider specializing in comprehensive insurance and wealth solutions, committed to delivering high-standard client care across South Africa.

This permanent role combines administrative office management with dedicated personal assistant and operational support for a Financial Advisor. You will handle front-desk operations, manage client records, facilitate new business processes, and liaise directly with major product providers.

Key Responsibilities

• Provide full secretarial and administrative support to the Financial Advisor, including managing their daily diary and arranging appointments for existing clients.

• Attend to client enquiries, handle professional correspondence, and deal with various insurance companies (such as Allan Gray, Sanlam, Hollard, Liberty, etc.).

• Request quotations from different insurers, facilitate underwriting requirements, and conduct continuous follow-ups to ensure new business applications are issued quickly.

• Maintain accurate client policy records, update client schedules on Excel, and uphold confidential filing systems in line with POPI, FICA, and FAIS standards.

• Deal with different departments within the office for various requests, perform general front desk/switchboard duties, update query registers, assist with claims documentation, and compile weekly administrative reports.

Requirements

• Matric (Non-negotiable)

• Proven office administration or secretarial experience, preferably supporting a Financial Advisor or Insurance Broker.

• Working knowledge of relevant financial legislation, including POPI, FICA, and FAIS guidelines.

• Strong computer literacy, particularly advanced proficiency in Microsoft Excel, electronic record keeping, and document management systems.

• Experience requesting quotes, tracking underwriting, and liaising with major South African insurers.

• Sound familiarity with general office procedures, claims assistance, and switchboard operations.

Attributes

• Exceptional multi-tasking capabilities with a flexible attitude toward ad hoc duties.

• Strong organizational skills with meticulous attention to detail and accuracy.

• Excellent verbal and written communication skills with a professional customer-service mindset.

• High level of discretion and integrity when handling confidential client data.

Remuneration R20 000 - R25 000 per month, depending on experience.

**Please note that only shortlisted candidates will be contacted** Package & Remuneration

R 20 000 - R 25 000 - Monthly