Insurance Executive / Administrator

Employer/Recruiter Name

Website URL

Job Category

Skilled Full-Time

Job Title

Insurance Executive / Administrator

Job Summary

Insurance Executive/Administrator – Bellville
Duties & responsibilities include (but not limited to):
• Build relationships with clients in order to drive growth of especially the Short-term insurance services, but not excluding long term (Life) insurance services
• Support sales agents and perform required administrative tasks on behalf of client and agents where required
• Assist customers and answer customer queries effectively
• Serve as conduit of information for sales agents and inform them of concerns or issues
• Gather information about new prospective clients
• Process claims and provide information to the relevant parties
• Follow up system with service providers and feedback to clients
• Invoicing and other related financial admin
• Maintain client files and store documents effectively
• Reception / Front office duties
• Ad hoc Administrative support duties
• Strong Short-term Insurance experience and knowledge
• Minimum qualification: RE5 (Additional RE1 qualification an advantage)
• Knowledge of marketing procedures/methods within the industry
• Knowledge of Atwork CRM -Summary of Portfolio, Calculations, Financial Needs Analysis, Record of Advice included
• Excel, including VLOOKUP
• Capable of multitasking
• Driven and goal orientated (entrepreneurial flair)
• Excellent telephone and communication skills
• Strong organizational and administrative skills
• Strong computer skills
• Fluent in both English and Afrikaans
• Disciplined and self-management
• Team player
• Adaptable
• Attention to detail
Salary on offer: Up to R15 000pm CTC (depending on experience)
Please apply with an updated MS Word or PDF CV format, with suitable profile photo.
(Please note that we experience high volumes of candidates responding to our advertised vacancies. This makes it impossible for us to reply to each applicant individually. Should you not hear from us within a week upon applying, please consider your application unsuccessful)

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Additional Information

Job Location:

Bellville, Cape Town, South Africa


R 15000

Closing Date: