Job Description
- Assist with client proposals, presentations, renewals, and onboarding.
- Coordinate with insurers for quotations, submissions, and policy terms.
- Support client servicing (queries, renewals, endorsements, claims follow-up).
- Manage CRM updates, sales pipeline tracking, and client engagement records.
- Provide executive support to the head of Sales (calendar, travel, correspondence, reporting).
- Maintain accurate documentation, records, and compliance requirements (FAIS, POPIA, FICA).
What We’re Looking For
- Matric (Grade 12) essential; tertiary qualification in Finance/Business/Insurance advantageous.
- 2–4 years’ experience in financial services, insurance, or client service/PA role.
- Proficiency in MS Office & CRM systems; FAIS compliance (or willingness to achieve). Strong Excel skills.
- Strong organisational, communication, and multitasking skills.
- Proactive mindset with excellent use of initiative.
- Professional, client-focused, and able to work independently or as part of a team.
What the company offers:
- A supportive, people-first environment that values growth and collaboration.
- High-performance teams in a professional but not overly corporate setting.
- Exposure to international markets and leading trade credit solutions.
- Opportunities to develop your career in financial services and insurance.
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