Job Description
- Secretarial duties – scheduling meetings, general office administration, correspondence with clients and service providers;
- Assisting the financial advisor in his job servicing existing clients as well as new clients – handling preparation of all meeting documentation, application forms and follow ups;
- Filing, capturing client data, updating spreadsheets and word documents;
- Processing of new business – pre-populate documentation, check all proposals and application forms, submission of application forms to service providers / insurance companies;
- Follow-up all client transactions, implementation of new business etc;
- Drawing statements from service providers and summarising client portfolio information;
- Preparation of the necessary presentations, investment summaries and documentation for client review meetings.
- Assist with FAIS and FICA compliance and any other compliance requirements
- Scan to file all new business documents in client folder.
- General office duties which include but are not limited to filing, scanning, printing, ordering stationary and any other duties which may be associated therewith.
- Be telephonically available for client queries, and act as initial point of contact for client queries.
- Maintain an appropriate filing and recording system – both hardcopies and electronically.
- Ensure that investments and assets under management and the recording thereof are kept up to date and current and send out statements on a monthly basis.
- It is essential that the candidate has the ability to multitask and to work under pressure.
Requirements:
- Grade 12 (Essential).
- 5+ years’ experience at a financial advisory practice is advantageous
- Post Matric qualification will be an advantage
- Strong written and verbal language skills both Afrikaans and English essential
- Strong computer skills essential
- Own vehicle, transport and driver’s license essential.
How to Apply
Click the green “Go Apply” button below to apply directly online with the employer.
About Clerical Insurance Jobs in Gauteng
In the Gauteng region of South Africa, Clerical Insurance positions are generally found within various industries, including those involved in financial services, technology, and other sectors where insurance-related functions are commonly required. Typically, these roles involve administrative tasks such as data entry, policy administration, and customer service, with an emphasis on ensuring accurate and timely processing of claims and policy information.
The salary range for Clerical Insurance positions in Gauteng can vary widely depending on factors such as experience, company size, and industry sector. Generally, salaries tend to be higher in larger corporations and those operating within the financial services sector. Typically, Clerical Insurance roles offer a broad salary range, with common estimates ranging from R400 000 to R800 000 per annum for entry-level positions. However, it’s essential to note that actual salaries can vary significantly depending on individual circumstances.
Common skills required for Clerical Insurance roles include proficiency in Microsoft Office applications, excellent communication and interpersonal skills, attention to detail, and ability to work accurately under pressure. Other important skills often include basic knowledge of insurance principles, experience with claims processing software, and the ability to maintain confidentiality when handling sensitive information. In some cases, working knowledge of accounting or bookkeeping principles may also be beneficial.
Clerical Insurance roles can be found in various industries, including financial services sector, technology industry, manufacturing sector, and more. The common thread among these sectors is often a need for efficient and accurate processing of claims and policy information. Within the financial services sector, Clerical Insurance roles may focus on policy administration, claims handling, or customer service, while in the technology industry, roles may involve data analysis, risk assessment, or compliance.
For those interested in pursuing a career as a Clerical Insurance professional, opportunities for career development exist within these industries. Typically, career progression paths include moving from entry-level positions to senior administrative roles, gaining experience and developing advanced skills such as risk management or policy development. With time and experience, professionals in this field may also be eligible for leadership positions or specialized roles that focus on compliance, quality assurance, or training and development.
This information provides general career guidance. Actual salaries and requirements vary by employer.
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