Insurance/Financial Services Administrator - Temp. to Perm - La - Lucia ( KZN) at Quest Staffing Solutions

Duties & Responsibilities

• End to end management of local and offshore new business
• Assisting with the retention of ongoing local and offshore business
• Updating policy review schedules
• Creating and updating spreadsheets based on client’s contributions and withdrawals over a period
• Opening and preparing client files and updating files as soon as any changes or additions occur
• Confirming all meetings and appointments and following up on documentation and enquiries with clients
• Processing all acquired information before and after appointments to ensure that all documentation is correctly completed, and no information is missing
• Tracking the new business process and confirming the issuing or cancellation of business
• Gathering underwriting requirements from clients, doctors, traveling nurses, etc. and following up with the Advisor
• Managing calendars and organising meetings / functions with key role players
• Communicating with relevant role players to ensure that enquiries from clients and advisors are swiftly and efficiently addressed in a friendly and professional manner
• Providing and assisting with ongoing business support and training as necessary
• Handling telephone duties
• Addressing any administrative matters

Desired Experience & Qualification

• Tertiary Qualification Diploma/Degree
• 2 years of financial services/insurance experience
• MUST HAVE 2 years of insurance/financial services administration experience
• Must be proficient with Microsoft Office—especially Excel
• Must be able to start immediately

Package & Remuneration

• Salary : R15 000 per month
• Contract: temp. to Perm
• MUST HAVE Insurance/Financial Services Administration experience

Interested?

• If interested, please apply directly through Linkedin or email us directly at [email protected]
• Remember, if emailing us directly, to insert "Insurance Administrator - KZN" in the email subject line, for consideration.