Financial Advisor

SUMMARY:
To provide administrative assistance to the Advisers.. The position will focus on personal and commercial lines business.

POSITION INFO:

• Key Skills
• Maintain and update the CRM systems (MyPractice / MyBase)
• General administration and compliance 
• Preparing quotations for new and existing clients
• Issuing new policies, renewals and endorsements
• Building and maintaining good working relationships with clients and internal stakeholders
• Recording details and information on the relevant systems
• Handling claims  
• Personal and Commercial experience
• Short Term Insurance

Minimum requirements:

• Matric
• NQF 4 Certificate in Short-Term Insurance 
• RE 5 Certificate (Advantageous)
• 3 – 5 years short-term insurance experience 
• Proficient in both spoken and written English and one other official South African language
• Computer literacy (MS Office) 

Only short Listed candidates will be called