Job Responsibilities
• Interact with clients (management of relationships and providing client services)
• Underwriting coordination
• New business implementation
• Prepare risk and investment quotes
• Prepare client files
• Process client queries and instructions
• Administer all products & processes, including claims and billing
• Coordinate prospecting projects
• Research product information
• Maintain CRM system
Desired Experience & Qualification
• Relevant BCom qualification
• Minimum 1-2 year’s relevant work experience within the financial industry
• Excellent computer literacy and knowledge of MS Office – Excel, Word
• Proficient in both spoken and written English and at least one other of the official South African languages
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