Broker Assistant (Life insurance): Bloemfontein

Posted 2 months ago

Salary R15 000 ctc pm / negotiable. Unfortunately no benefits.

Requirements:

Recent relevant Life insurance experience

Fluently in English and Afrikaans

Duties will include:

Admin support to the Broker throughout health & life

Capturing, processing and following up on new applications

Ensuring that compliance documentation accompany all new business and / or client servicing

Keeping records and ensuring documentation is completed as required by the FAIS Act, FICA Act and relevant legislation

Obtaining Client Authorities for preparing portfolio’s

Ensuring that new business is processed and that outstanding quotations are followed up

Dealing with client queries

Contacting clients for beneficiary changes / arrear premiums / replacements / broker changes / lapses / cancellations

Sending out communication and liaising with clients

General administration

Job Features

IndustryLife Insurance
Minimum QualificationGrade 12
Experience in YearsMin 3 years
Physical LocationBloemfontein

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