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- Port Elizabeth (139)
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- IT / Computing / Software (15)
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Admin Assistant
Port Elizabeth
reports, drafts, memos, and emails.
share this job on whatsappAdministrative Assistant (admin And Accounts)
Port Elizabeth
highly organized and detail-oriented Accounts and Admin Assistant to join our team. T
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payments)
Senior Admin Officer
Port Elizabeth
duties;
Customer Support Agent
Port Elizabeth
R264 000.00 Annually
relationships with customers by understanding their needs and providing excellent service by email, phone
face-to-face from our branches. Investigating and solving customer problems.
Responsibilities:
Responsibilities:
- Understand customer needs through their journey, from first contact prospective customers by evaluating their potential ongoing needs.
- Be an excellent brand ambassador ambassador as potential first contact with a new customer.
- Be aware of the target service levels
New Business & Policy Servicing Admin
Port Elizabeth
Advisors and sales executives. To provide service excellence in daily tasks when assisting colleagues and to ensure that our clients experience service excellence. Schedule and prioritize the workload to meet the new business/alterations issues – accuracy in data/value capturing. Attention to detail is very important uter skills and knowledge (especially of Word, Excel, Outlook, Internet)
Short Term Insurance Claims Admin
Port Elizabeth
Short-Term Claims allocated. To provide service excellence in daily tasks when assisting clients with claims required:
- Grade 12 qualification
- Excellent command of the Afrikaans language – non negotiable
- 2+ uter skills and knowledge (especially of Word, Excel, Outlook, Internet) and knowledge of operation of management
- Knowledge of client centricity
- Excellent telephonic etiquette
Main
skills
Financial Planning Assistant
Port Elizabeth
Monthly
/>Adhere to the culture and principles of Treating Customer Fairly
Operations
Collation of all clients related information (data discovery and fact find) and preparation of documentation
are up to date and accurate
Data capture of client demographic data on client relationship management
XPlan
Client financial data capture (ASTUTE, PPs and manual)
Data integration between XPlan and
and orientate with the Financial Planner on all data and practice attributes on NAV
Marketing
Financial Planning Partner Assistant
Port Elizabeth
Monthly courses.
Operations:
- Collation of all clients related information (data discovery and fact find) and preparation of documentation to date and accurate.
- Data capture of client demographic data on client relationship management
Sales Analyst
Port Elizabeth
organisation by providing valuable insights and data-driven recommendations.
R s
- Analyse sales, customer and product data and provide actionable insights to guide monthly reporting on performance down to customer/product/customer manager, deep dive and trend analysis awareness and action based on the data.
- Provide key financial data to sales team and support on presentations/reports to customers.
- Maintaining material used in presentations, proposals, qualifications
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