Support Senior Advisors with client renewals, reports, and presentations
Manage daily administrative tasks and client communications
Assist with credit limit applications, claims, and policy updates
Maintain accurate client records and monitor compliance
Track renewals, overdue debts, and risk concerns
Prepare reports and trackers for management review
Requirements:
Matric (Grade 12) required; tertiary qualification in Business, Finance, or Insurance advantageous
2 - 3 years' experience in insurance (B2B), banking (B2B), or financial services administration (B2B)
Strong organisational skills, attention to detail, and ability to manage multiple priorities
Excellent communication and client service skills
Comfortable with data, documents, reporting, and CRM systems
Exposure to trade credit or commercial insurance is a plus (training provided)
FAIS compliance or willingness to complete within a set timeframe
If you are wanting to work in a supportive, collaborative, and growth-oriented environment where you can gain hands-on exposure to trade credit insurance products and client management, then this role is for you! You will have a clear career path with potential to grow into an Advisor role and be part of a professional yet approachable team that values people first. Elite Search Recruiter