Lewensversekeringadministrateur / Life Insurance Administrator
Werkie
Swellendam, Western Cape
Permanent
Posted 22 July 2024
Job Details
Job Description
Ons kliënt is ‘n dinamiese rekeningkundige en finansiële dienste firma. Ons is op soek na ‘n Lewensversekeringadministrateur om aan te sluit by die finansiële dienste afdeling van ons Swellendam tak.
Ligging: Swellendam
Salaris: R20 000.00
Pligte:
- Trek van kwotasies by verskillende diensverskaffers.
- Doen voorbereiding van voorstelle en gee terugvoer aan kliënte.
- Hantering van lewensversekering proses.
- Rapporteer direk aan die finansiële adviseur.
- Neem inisiatief om op datum te bly met ontwikkelinge in hul veld.
- Bestuur kliënteverhoudinge in samewerking met ander adviseurs.
- Verantwoordelik vir die opdatering van kliënte-inligting op interne stelsels asook by diensverskaffers.
Vereistes:
- Matriek
- 2-3 jaar ondervinding in die volle proses van lewensversekering.
- Relevante opleiding sal voorkeur kry (RE5, diensverskaffer opleiding, ens.)
- Vaardig in Afrikaans en Engels.
- Rekenaarvaardig
Job Description: Life Insurance Administrator
Company: BVSA Konsult
Location: Swellendam
Salary: R20,000.00
Our client is a dynamic accounting and financial services firm. We are seeking a Life Insurance Administrator to join the financial services department at our Swellendam branch.
Responsibilities:
- Obtain quotes from various service providers.
- Prepare proposals and provide feedback to clients.
- Handle the life insurance process.
- Report directly to the financial advisor.
- Take initiative to stay updated with developments in their field.
- Manage client relationships in collaboration with other advisors.
- Responsible for updating client information on internal systems as well as with service providers.
Requirements:
- Matric
- 2-3 years of experience in the full process of life insurance.
- Relevant training will be preferred (RE5, service provider training, etc.)
- Proficient in Afrikaans and English.
- Computer literate