| Date | 2025-01-11 |
|---|---|
| Job Title | Personal Assistant (Insurance) |
| Employer | Fouche & Co Recruitment More Information |
| Salary | 12000 |
| Category | Insurance And Investments |
| Location |
Gauteng / Gauteng |
Job Summary
Key Responsibilities:
Administrative Support:
- Assist the admin manager with ad-hoc tasks as requested.
- Manage the front desk switchboard for all departments between JHB & DBN branches.
- Collect and analyze relevant information to compile reports and file accordingly.
- Ensure the photocopier has sufficient paper and ink cartridge, replenishing as required.
- Keep all documents, corporate files, and filing up to date and systematically organized for easy access.
- Open new files for potential new clients and maintain SLA record keeping.
- Answer calls promptly, forward messages accurately and in detail.
- Perform daily or weekly filing.
- Maintain, update, and archive files in a structured and confidential manner, adhering to due diligence and record-keeping standards.
- Keep copies of all policy records and contracts, ensuring copies are sent to clients.
- Assist in the required monthly broker budget (paid over) and minimum new client requirements.
Record Keeping:
- Maintain an updated query register on all staff records.
- Ensure client and company confidentiality.
- Keep relevant information confidential according to legislative requirements (POPI Act, FICA, FAIS).
- Capture, store, maintain, and update electronic data effectively.
- Liaise with relevant consultants to ensure E-filing is maintained.
Client Queries:
- Handle dealings and correspondence with clients professionally and diplomatically, whether in person, electronically, or telephonically.
- Collaborate with other parties to deliver quality service to clients.
- Promptly and effectively handle any queries that arise.
- Request copy statements and tax certificates for clients when requested by the admin manager, broker, or relevant department.
- Refer any queries that cannot be answered to the admin manager in a timely manner.
- Update job knowledge by participating in educational opportunities, reading regulations, and professional publications.
Claims Management:
- Forward claim forms at client request.
- Assist clients in completing claim forms correctly.
- Ensure clients return correctly completed and signed claim forms and supporting documents within the contractual claim period.
- Submit claims to the necessary provider.
- Keep the register and reporting system updated.
- Liaise with brokers and clients regarding claim outcomes.
- File claims on all library mediums.
Reporting:
- Submit weekly registers to the admin manager and stat consultant.
Qualifications and Skills:
- Matric or Equivalent
- Proven experience as a Personal Assistant or Administrator.
- Strong organizational and multitasking skills.
- Excellent communication and interpersonal skills.
- Proficiency in MS Office and office management software.
- Ability to maintain confidentiality and handle sensitive information.
- Knowledge of insurance brokerage operations is a plus.
Experience:
- Minimum of 2-3 years of experience in a similar role.
- Experience in the insurance industry is advantageous.
Remuneration: R12 000 – R15 000 CTC
**Only shortlisted candidates will be contacted**
Personal Assistant (Insurance) position available in Gauteng, Gauteng. This job position was posted by Fouche & Co Recruitment. The job has been posted as a char8000 ad on 2025-01-11 at 01:02:42 in the Insurance And Investments category
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