Job - Ad posted by Mohamed Dalvie

Job Description- Short term insurance Administrator

Duties

In this role you will be supporting the Financial Advisor(s), with all aspects affiliated with the Short Term Insurance. You will play an integral role in building relationships with our Short term providers. Assist in ensuring a smooth operational practice; being prompt and professional in answering the phones and dealing with our clients. Providing business continuity / support to the rest of the Short term team

Responsibilities

§ Insurance quotes

§ Renewals

§ Endorsements/changes

§ Responsible for record-keeping on Xplan

§ Responsible to liaisons with product providers

§ Responsible sending updated policy wording, disclosures and renewal covering letter to clients

§ Maintaining of Registers

§ Issuing of Guarantees & other Niche Products

§ Compliance monitoring

§ Assist with planning of client events.

Knowledge and skills requirements:

§ Professional client facing skills.

§ Good inter-personal skills such as: communication; teamwork; self-motivation; demonstrable initiative and attention to detail.

§ An ability to prioritise, plan and organise.

§ Proactive problem solving in dealing with client enquiries.

§ A working knowledge of FAIS & FICA legislation (must be compliance driven)

§ Be client centric/ service orientated.

§ Maintenance of efficient workflows and tasks.

§ Sound computer skills (Xplan/Word/ Excel/OneDrive)

Qualifications

§ Matric/Grade 12

§ Min. 5 years’ experience in Insurance

§ Excellent command of the English language

§ Excellent computer, typing and filing skills – (Excel, Word, Outlook)

§ Must have own transport

§ Must be punctual for work

§ Working Hours 8am -5pm Mon-Fri (closed Saturday, Sunday and Public Holidays)

Salary Bracket

§ R15 000+ depending on experience

How to Apply

Use the gumtree reply link to attach CV and we will respond