Client Administrator

BROKER SUPPORT ADMNISTRATOR to be based at their offices in Silverlakes. Salary will be dependant on qualifications and experience.

OUR COMPANY HAS BEEN IN BUSINESS FOR OVER A DECADES, SPECIALISING IN HOLISTIC FINANCIAL PLANNING INCLUDING MEDICAL SCHEME, GAP COVER, WILLS & TESTAMENTS, LIFE AND RISK COVER, SAVINGS AND INVESTMENTS, CAR AND HOME INSURANCE AS WELL AS BUSINESS INSURANCE.

Responsibilities for the role:

• Coordinating office activities and operations to secure efficiency and compliance to company policies
• Supervising administrative staff and dividing responsibilities to ensure performance
• Keep stock of office supplies and place orders when necessary
• Administration of:
• Product applications.
• Claims & chronic submissions.
• Client complaints.
• Changes in membership status.
• Broker appointments.
• Claims.
• Chronic applications.
• Membership enquiries.
• Records and statistics.
• Supplier’s rejection list.
• Welcome pack.
• Benefit confirmation via telephonic / e-mail / Whatsapp (no advice to be given).
• Answering of telephone calls.
• Usage of CRM system to keep record of all interactions
• Assistance with authorisations.
• Walk-In Centre related services.
• Filing and office admin
• Vehicle monitoring and staff admin (attendance register, leave management)
• General admin (photo-copy machine, internet, courier and emails
• Overseeing of office maintenance.

Applicants should be/have the following:

Matric.
Computer literate.
Good typing skills.
Great Communication and Interpersonal abilities
Knowledge of sales principles and methods.
Knowledge of the financial planning industry (life, risk, investments, short-term insurance, medical aid and gap cover).
Fluent in English and any other official language.
Experience as an administrator (Advantageous)
Familiarity with office management procedures and basic accounting principles
Excellent knowledge of MS Office and CRM software
Qualification is advantageous