Personal Assistant (Insurance)

Key Responsibilities : Administrative Support: Assist the admin manager with ad-hoc tasks as requested. Manage the front desk switchboard for all departments between JHB & DBN branches. Collect and analyze relevant information to compile reports and file accordingly. Ensure the photocopier has sufficient paper and ink cartridge, replenishing as required. Keep all documents, corporate files, and filing up to date and systematically organized for easy access. Open new files for potential new clients and maintain SLA record keeping. Answer calls promptly, forward messages accurately and in detail. Perform daily or weekly filing. Maintain, update, and archive files in a structured and confidential manner, adhering to due diligence and record-keeping standards. Keep copies of all policy records and contracts, ensuring copies are sent to clients. Assist in the required monthly broker budget (paid over) and minimum new client requirements. Record Keeping: Maintain an updated query register on all staff records. Ensure client and company confidentiality. Keep relevant information confidential according to legislative requirements (POPI Act, FICA, FAIS). Capture, store, maintain, and update electronic data effectively. Liaise with relevant consultants to ensure E-filing is maintained. Client Queries: Handle dealings and correspondence with clients professionally and diplomatically, whether in person, electronically, or telephonically. Collaborate with other parties to deliver quality service to clients. Promptly and effectively handle any queries that arise. Request copy statements and tax certificates for clients when requested by the admin manager, broker, or relevant department. Refer any queries that cannot be answered to the admin manager in a timely manner. Update job knowledge by participating in educational opportunities, reading regulations, and professional publications. Claims Management: Forward claim forms at client request. Assist clients in completing claim forms correctly. Ensure clients return correctly completed and signed claim forms and supporting documents within the contractual claim period. Submit claims to the necessary provider. Keep the register and reporting system updated. Liaise with brokers and clients regarding claim outcomes. File claims on all library mediums. Reporting: Submit weekly registers to the admin manager and stat consultant. Qualifications and Skills: Matric or Equivalent Proven experience as a Personal Assistant or Administrator. Strong organizational and multitasking skills. Excellent communication and interpersonal skills. Proficiency in MS Office and office management software. Ability to maintain confidentiality and handle sensitive information. Knowledge of insurance brokerage operations is a plus. Experience: Minimum of 2-3 years of experience in a similar role. Experience in the insurance industry is advantageous. Remuneration: R12 000 R15 000 CTC Only shortlisted candidates will be contacted

Location: Johannesburg, ZA

Posted Date: 1/8/2025