Overview
New Business Administrator Jobs in Bellville, Western Cape, South Africa at Sure Financial Group
Title: New Business Administrator
Company: Sure Financial Group
Location: Bellville, Western Cape, South Africa
SFG MO BlueStar is looking for an experienced individual with a passion for growth, teamwork and mentorship within the Financial Services space.
The Job requires your full unwavering attention, prompt action, a hunger for financial analytics, ambitious drive and dedicated execution excellence
Responsibilities
Draw of quotes and comparisons and preparation of new business documents
Request of relevant documentation from Insurers
Pro-Active Case Management and drive
Submission of total new business process and capturing of data on CRM
Arrange of Medicals, Payment, beneficiary and other changes
General duties ito communication, diary management and
Reporting
Expectations
Effective communication
Be a team player
Point out unclear tasks/obstacles
Manage information flow in a timely accurate and coherent manner
Go to great lengths to minimise problems and avoid complication
Be actively attentive in your daily operation to provide risk mitigated support, keep an eye on ‘what’s coming’, spot trends, identify problems and deal with a diverse group of people
Be able to ‘pick up where you left off’ when normal course of work day is disrupted by urgent activities
Skills
MS Office (Excel, Word, Outlook, Teams)
Knowledge and operability of SanPort CRM
Proficient to advanced in telecommunications
Basic knowledge on technical fault finding/troubleshooting/problem solving
Qualifications
Matric
Optional that would increase your chances of employment
BComm Degree
RE5
CFP (PGDFP)
Remuneration
Base Salary North of R 15, 000.00 (incl. benefits)
Negotiable based on years experience and qualifications
Benefits
3 x Annual Salary Life Cover @ Death
75% Annual Salary Flat Lump Sum Disability
1 x Annual Salary Trauma Cover
Pension fund (optional)
Targets
Maintaining well balanced and informed QRC Management
Retention Index
“Leave no stone unturned”
Meeting report deadlines