Purpose of the position
The successful candidate should display exceptional service skills and assist the Affluent Broker Consultants in providing outstanding administration and sales service to brokers and their brokerage.
Main duties and responsibilities
Drawing of client portfolios , tax certificates, maturity and early retirement quotes
Understanding TE quotations and sorting out possible errors with New Business Support
Following up queries and case issues with admin support
Identify and communicate outstanding case requirements on Doc-it
Investment policy number allocation and signing off of ROT’s
Billing and premiums reconciliation queries
Capturing of prestige funeral plan for affluent brokers
Managing brokers consultants’ offices whilst they are out of office
Broker and Broker assistant support
Support initiatives to increase the take up of technology with brokers
Qualifications and Experience
Grade 12 certificate
Relevant tertiary qualification will be an added advantage
At least 2 years’ experience in a financial service environment
Experience in insurance industry and/or administration and sales service will be an added advantage
Knowledge and Skills
Strong ability to work under pressure
Excellent communication skills in English.
A local language will be an added advantage
Creative, innovative and team player
Problem solving, assertiveness and client-service orientated
Computer Literate (Ms Office and Ms Excel)
Excellent communication skills
More Information
- Job Application Details HOW TO APPLY Interested candidates are requested to visit : https://careers.sanlamcloud.co.za/Sanlam/job/Windhoek-Affluent-Broker-Services-Assistant-Khom/872781801/for for the job requirements and to apply. Closing Date: 11 December 2022 at 16h00
- This job has expired!
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