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  • Posted: Jan 9, 2024
    Deadline: Not specified
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  • We provide funeral, life, savings and retirement products and services to South Africans from every walk of life. In everything we do, we aim to reward the trust that our clients have placed in us. We keep our promises to our stakeholders, and we are always there for our clients when it matters most
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    Senior Clerk: Field Broker Support (Welkom)

    Description

    • To provide administrative support to the sales team in the region

    1. Provide administrative support to the brokers & representatives

    • Handling telephone enquiries from brokers & reps
    • Prepare quotations for brokers and reps in the sales managers’ absence. 
    • Verify the completeness of policy applications from brokers only
    • Distribute correspondence to brokers and reps 
    • Distribute and handle enquiries regarding commission statements

    2. Administrate new business  

    • Collate new business and distribute to various data capturers
    • Distribute queries to various sales managers and/or brokers and reps in their absence

    3. Provide general administration 

    • Keep record and escalate Representatives and Brokers client services queries 
    • Assist SM with general Admin Duties.
    • Assist SM with Quarterly Meetings. 
    • Order stationery and distribute to various sales managers 
    • Daily production stats updates,
    • Compiling of weekly car and office  marketer roster 
    • Compiling weekly car usage stats and submitting to H/O
    • Distribution of internal mail

    Requirements

    FORMAL EDUCATION

    • Matric 

    TECHNICAL/LEGAL CERTIFICATION

    • Regulatory Examination Level 1: Representatives  (Advantage) 

    EXPERIENCE   

    • At least 2 year’s administrative experience 

    Check how your CV aligns with this job

    Method of Application

    Interested and qualified? Go to Assupol on assupol.mcidirecthire.com to apply

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