Main job function

 

To provide full secretarial and administrative assistance services to the departmental manager and to maintain client service excellence

 

Perform General Office Administration:

 

 

Readily assist admin manager with ad-hoc tasks as requested Manage front desk Switchboard for all departments between JHB & DBN branch. Collects and analyses relevant information to compile reports and file accordingly Ensures photocopier has sufficient paper and ink cartridge and replenishes as required Ensures all documents, corporate files and filing are always up to date and filed systematically so that information is readily accessible to relevant persons Opens new files for potential new clients and SLA record keeping Answers calls promptly and immediately forwards all messages taken Ensures messages are always accurate, up-to-date, and detailed before promptly handing out Filing is done on a daily or weekly basis Maintains updates and archives files in a structured and confidential manner and in line with due diligence, record keeping and standards Keeps copies of all policy records and contracts and ensures that copies are sent to clients Understands and aids in the required monthly broker budget (paid over) and minimum new client requirements

Record Keeping:

Maintain an updated query register on all staff records Maintain client and company confidentiality Ensures relevant information is always kept confidential according to legislative requirements noted in the POPI act, FICA and FAIS Ensures electronic data is effectively captured, stored, maintained, and updated Liaise with the relevant consultants to ensure E-filing is maintained

Client Queries:

Ensures that dealings and correspondence with clients are professional and diplomatic, whether in person, electronic medium or telephonically Collaborates with other parties to deliver a quality service to the client Promptly and effectively handles any queries that may arise Requests copy statements and tax certificates for clients when requested by Admin manager, broker, and relevant department Timeously refers any queries that cannot be answered to Admin manager Updates job knowledge by participating in educational opportunities, reading regulations and professional publications.

Claims Management Function:

Forward claim form at client request Assists client to complete claim form correctly Ensures client returns correctly completed and signed claim form and supporting documents within contractual claim period Submit to the necessary provider Keep register and reporting system updated Liaise with Broker and client regarding outcome File on all library mediums

Reporting:

Submit weekly registers to Admin Manager and Stat consultant

 Education

Matric

Experience

Minimum 3 years relevant experience

 

 A Consultant will be in touch if you are shortlisted for the position. Please consider your application unsuccessful should you not have been contacted within 2 weeks. We will keep your CV on our database and contact you should you match the criteria of any other vacancies.