Skills
Work Efficiency; Self-Management; Communication; Computer Literacy; Internet Access
About
• Answering of switchboard- directing phone calls to various departments
• Ensure that a high level of professionalism is maintained in the reception area
• Develop positive professional rapport with the clients
• To care for incoming and outgoing mail
• Take message where necessary and relay immediately via email message
• Control and order stationary for office admin
• Fault reporting: IT and printing related problems
• Check sufficient stock: bottled water, coffee, toners etc.
• All other general office admin related duties
• Queries commonly dealt with:
Requesting and/or generating: Benefit statements, tax certificates, withdrawals
Change of personal details with various insurance companies,
Update of bank details
Beneficiary changes or appointments
Surrender requests
Section 14 Transfers
Quotes for increase in cover amounts for life, funeral etc.
Conversions
Complete manual and electronic applications for various insurance companies
• Inform client of the progress of requests
Profile Photo
