Insure Adviser Assistant

Recruiter:

Info Personnel

Job Ref:

RST001978/YM

Date posted:

Monday, May 19, 2025

Location:

Rustenburg, South Africa

SUMMARY:
Our client in Rustenburg is looking for an Insure Adviser Assistant to join their team

POSITION INFO:
Minimum requirements:

Grade 12
NQF4 Short Term Insurance or Financial Degree
RE 5 completed - essential
Min 2 years Personal & Commercial Lines experience in financial services
DOFA (Date of first appointment confirmed with FSCA) - advantageous
Computer literacy (MS Office)
Be proficient in English and speak/understand at least one other South African language

Responsibilities:
Administration (filing, scanning, typing of correspondence)
Answering telephone/receiving clients
Consistent and proactive planning for months ahead
Interact, manage and provide effective client service
Prepare client files
Process client queries and instructions
Preparing renewals
Following up on claims
Administer all products and general office administration
Set up appointments and diarizing for Adviser
Intermediary Services
Assistant clients on polices and procedures
Maintain the CRM systems and asset registers

Salary: R10 000 – R15 000 pm.

Kindly forward your cv to

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