We are looking for a Matriculant in Rustenburg to perform after sales service to customers, thereby contributing to the ongoing customer relationship. The focus of the role is to provide quality service and maximize customer retention and referral, in line with the Practice Service model and Procedures. The role needs someone with excellent people skills, attention to detail, and office administrative skills.
Responsibilities:
- Handling administration related to risk portfolios
- Handling administration related to medical aid and life insurance
- Handling switches
- Portfolio management and administration
- Compliance management
- Monthly review schedules
- Life companies to facilitate quotes
- Interact, manage and provide effective client service
- Implement new business
- Prepare client files
- Process client queries and instructions
- Maintain the CRM system
Minimum Requirements:
- Matric Certificate
- 0 - 2 years administration experience
- Computer literate (MS Outlook, Excel, Word, CRMs)
Skillset Required:
- Team player
- Attention to detail
- Professional email and phone etiquette
- Ability to work independently
- Initiative
- Adaptable and fast learner
- Strong verbal and written communication skills
- Good administration, organisation, and planning skills
- Able to handle admin pressure
How to apply:
Candidates interested must apply on Indeed no later than 6 June 2025.
By submitting your application, you are giving PSG Financial Services implicit consent to the storage and processing of your personal information. If you are not contacted within 2 weeks of your application, please accept that your application was unsuccessful.
Job Type: Full-time
Education:
- High School (matric) (Required)
Language:
- Afrikaans fluently (Preferred)
Location:
- Rustenburg, North West (Required)
Work Location: In person
