Job Description
Purpose
The primary purpose of this role is to manage and follow up on sales leads with the aim of finalising the sale. Ensure customers visiting the office are provided with excellent service.
Duties & Responsibilities
- Generate leads for new business.
- Forward new business, policy administration and claims to JHB office and follow up.
- Follow on work allocated to branch.
- Ensure the office is running professionally.
- Attend to calls and walk-in clients.
- Report on branch expenses.
- Ensure compliance documents are on file.
- ISO operations compliance management.
Desired Experience & Qualification
- Diploma/Relevant Qualification/Sales experience an advantage.
- Minimum of 3 years Administration experience.
- RE 5 certificate.
- Basic knowledge of insurance is an advantage.
- Knowledge of the financial industry.
- Computer Literacy (Microso...