Administrator to Life Insurance Broker - Bedfordview

Purpose of the job: To provide full secretarial and administrative assistance services to the departmental manager and to maintain client service excellence. Responsibilities: Perform General Office Administration: Readily assist admin manager with ad hoc tasks as requested Manage front desk switchboard for all departments between JHB & DBN branch. Collect and analyse relevant information to compile reports and file accordingly Ensure photocopier has sufficient paper and ink cartridge and replenish as required Ensure all documents, corporate files and filing are always up to date and filed systematically so that information is readily accessible to relevant persons Open new files for potential new clients and SLA record keeping Answer calls promptly and immediately forward all messages taken Ensures messages are always accurate, up-to-date, and detailed before promptly handing out Filing is done on a daily or weekly basis Maintain, update and archive files in a structured and confidential manner and in line with due diligence, record keeping and standards Keep copies of all policy records and contracts and ensure that copies are sent to clients Understand and aid in the required monthly broker budget (paid over) and minimum new client requirements Record Keeping: Maintain an updated query register on all staff records Maintain client and company confidentiality Ensure relevant information is always kept confidential according to legislative requirements noted in the POPI act, FICA and FAIS Ensure electronic data is effectively captured, stored, maintained and updated Liaise with the relevant consultants to ensure E-filing is maintained Client Queries: Ensure that dealings and correspondence with clients are professional and diplomatic, whether in person, electronic medium or telephonically Collaborate with other parties to deliver a quality service to the client Promptly and effectively handle any queries that may arise Request copy statements and tax certificates for clients when requested by Admin manager, broker and relevant department Timeously refer any queries that cannot be answered to Admin manager Update job knowledge by participating in educational opportunities, reading regulations and professional publications. Claims Management Function: Forward claim form at client request Assist client to complete claim form correctly Ensure client returns correctly completed and signed claim form and supporting documents within contractual claim period Submit to the necessary provider Keep register and reporting system updated Liaise with Broker and client regarding outcome File on all library mediums Reporting: Submit weekly registers to Admin Manager and Stat consultant.

Location: Edenvale, ZA

Posted Date: 1/8/2025