Clerk (Admin) at TWK Agri

Responsibilities and Duties

• Administrative duties relating to life insurance and investments
• Performing administrative tasks such as scheduling appointments, preparing documentation, resolving client service requests and ensuring all compliance is up to date
• New business preparation and implementation
• Servicing preparation and implementation
• Ensure high levels of customer services are maintained
• Maintain detailed electronic client files on system
• Personnel management
• General administrative duties for the Life Insurance division under TWK insurance

Qualifications and Skills

• Matric / Grade 12
• At least 3 years’ experience in the financial services industry (advantageous)
• Computer literate
• Advanced skills in Excel (advantageous)
• At least 2 years work experience in an administrative position
• Excellent interpersonal and communication skills
• Deadline driven, good organizing and planning skills
• Hard working, conscientious and energetic