Job Description
- Support Senior Advisors with client renewals, reports, and presentations
- Manage daily administrative tasks and client communications
- Assist with credit limit applications, claims, and policy updates
- Maintain accurate client records and monitor compliance
- Track renewals, overdue debts, and risk concerns
- Prepare reports and trackers for management review
Requirements:
- Matric (Grade 12) required; tertiary qualification in Business, Finance, or Insurance advantageous
- 2 – 3 years’ experience in insurance (B2B), banking (B2B), or financial services administration (B2B)
- Strong organisational skills, attention to detail, and ability to manage multiple priorities
- Excellent communication and client service skills
- Comfortable with data, documents, reporting, and CRM systems
- Exposure to trade credit or commercial insurance is a plus (training provided)
- FAIS compliance or willingness to complete within a set timeframe
If you are wanting to work in a supportive, collaborative, and growth-oriented environment where you can gain hands-on exposure to trade credit insurance products and client management, then this role is for you! You will have a clear career path with potential to grow into an Advisor role and be part of a professional yet approachable team that values people first.
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