Vacancy: Insurance Administrator

Job Description- Risk & Investment Administrator (Long Term)

About your role:

In this role you will be supporting the Financial Advisor(s), with financial planning process by gathering the necessary data, preparing new business quotations and following through on all new business cases including client servicing queries. You will play an integral role in our client review process and executing our client experience. Assist in ensuring a smooth operational practice; being prompt and professional in answering the phones and dealing with our clients.

Who Does the Role Report to?

KI/ Representative/Team Leader

Responsible for New Business:

Responsible for Client Servicing queries:

Responsible for all Long Term Compliance

Responsible for General office efficiencies

Knowledge and skills requirements:

Professional client facing skills.

Good inter-personal skills such as: communication; teamwork; self-motivation; demonstrable initiative and attention to detail.

An ability to prioritize, plan and organise.

Proactive problem solving in dealing with client enquiries.

A working knowledge of FAIS & FICA legislation (must be compliance driven)

Be client centric/ service orientated.

Maintenance of efficient workflows and tasks.

Behavioural Competencies:

Customer focus,Teamwork, Building relationships, Results driven, Applying professional, technical expertise, Quality and detail orientation, Planning and organising, Proactive ,Learning and researching

Salary:

R12 000 –R18 000 Experience and skill dependent.

How to Apply:

Email your CV and cover letter to info@personix.co.za