Job Title Short Term Junior Assistant
Location: George
Permanent
Purpose statement
To grow the client base of the advisor and lock the client in the value offering

Senior Advisor

Subordinates: None

Duties
General administrative tasks
• Logging of leads
• Booking out queries to relevant team members
• Custodian of central mailbox
• Requesting relevant documentation to enable initial conversation for quotations
• Follow-up on outstanding requests and communicate to appropriate parties
• Adhere to compliance rules
• Full utilization of different systems

People
Interaction with product providers
Teamwork
Professional interaction with internal and external clients

Processes
o Utilising of internal processes and systems
o Logging of all interactions with clients, advisors, and product providers
o Notifying of Referral advisors at all times of progress
o Custodian of central inboxes
o Product Provider interactions
o Utilising product provider applications for requests
o Ensuring correct information change between all parties
o Timeously and accurately referral of requests

Compliance
o Ensure correct process is followed and adhered to

o Administration
o Ensure accurate record keeping on system

o General
o Understand all support team functions to be able to assist on all levels

Job Evaluation
Criteria Formal Education
Matric
Experience:
2 years administrative experience in the Short-term insurance industry


Critical Competencies
Knowledge
- Technological: MS Office, Zoom and other electronic platform tools of engagement
- Bilingual (fluent in English and Afrikaans – speaking, writing, and understanding)
- Professional service delivery

Skills
- Planning and execution
- Deadline driven
- Process Driven
- Ability to work under pressure
- Critical Sense of responsibility
- Attention to detail
- Methodical
- Highly organized
- Dependable
- Written and verbal communication skills
- Management and delegation skills
- Early adaptor to new technology

Only short-listed candidate will be contacted