• Contacting clients daily to follow up on quotations
• Typing of general letters / correspondence, spreadsheets, templates, quotations
• Collecting Unpaid Premiums for first unpaid premium
• Meeting with walk in clients
• Updating client records
• Electronic filing and document management
• Project Assistance
• Setting personal monthly and yearly targets to assist the team in making the yearly target

Experience and qualifications:

• Grade 12
• FAIS Compliant / If not candidate will have to attend a Learnership to obtain necessary credits whilst employed at the brokerage
• Computer Literacy
• Typing – speed and accuracy: 45 – 55wpm; 100% accuracy