Financial Planner Assistant

Key Skills Maintain and update the CRM systems (MyPractice / MyBase) General administration and compliance 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 Personal and Commercial experience Short Term Insurance Minimum requirements: Matric NQF 4 Certificate in Short-Term Insurance RE 5 Certificate (Advantageous) 3 5 years short-term insurance experience Proficient in both spoken and written English and one other official South African language Computer literacy (MS Office) Only short Listed candidates will be called