Financial Advisor Assistant for personal and commercial lines

Minimum requirements: Matric completed NQF 4 Certificate in Short-Term Insurance 2 years commercial short-term insurance experience Regulatory Exam completed, RE5 Proficient in both spoken and written English, Afrikaans and one other official South African languag Computer literacy (MS Office) DOFA confirmation from FSCA Responsibilities: Maintain and update the CRM systems (MyPractice / MyBase) General administration and compliance Ensuring smooth workflow in daily operations Preparing quotations for new and existing clients Issuing new policies, renewals and endorsements Building and maintaining good working relationships with clients and internal stakeholders Recording details and information on the relevant systems Handling claims Only short Listed candidates will be contacted