Paraplanner Short Term Administrator

2 years ago5269 views
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General Details
Location:
Advertised By:Agency
Job Type:Contract
Description
Matric and a minimum 5 years administration experience within the insurance industry is essential, focus being on life business.
You will be required to assist a Senior Financial Broker with life business (investments, RA''s, death, disability and dreaded disease policies etc)
Attend to quotes from various insurance providers
Arrange client medicals
Attend to policy amendments and withdrawals
Attend to claims
Assist with client queries, telephonically and via email
Deal with various Insurance Consultants
Oversee and ensure signed deals are paid over from Insurers
Database and compliance management
Manage filing systems
Manage process for record keeping ie. new business, lapses, policy updates, claims, commissions
Own car and valid drivers license

Id Subtitle 1084519174
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