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Short Term Insurance Administrative Assistant / PA
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9 months ago1181 views
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General Details
Description
Responsibilities:
- Collection of information from prospective client
- Setting up of and attendance to appointments with the Financial Advisor
- Requesting quotations from panel of insurers
- Ensure rates and quotations are competitive or negotiate lower rates (on instruction from
financial advisor) - Quotations loaded to CIMS
- Updating and save notes on CIMS and Sales Register
- Typing up of comparative quote sheets
- Identify cross-selling/up-selling opportunities not yet identified
- Preparing of files with applicable paperwork
- Pre-populating documentation necessary to issue new business
- Ensure all FICA documentation is on file
- Ensure detailed minutes of the meeting recorded in writing in order to draft a thorough
- Client Advice Record upon return to the office
- Ensure that all client instructions are noted for future reference
- Ensure that documentation in need of completion and signatures are completed by the
client prior to conclusion of the meeting - Typing up of new business instructions and renewal notes and changes where applicable
and sending this through to the applicable box to be processed by the Underwriting
Department - Obtaining outstanding info, where applicable
- Cleaning up file and ensuring all in order for processing by the Underwriting Department
- Any and all other tasks assigned by the broker in respect of the client
- Updating CIMS and save notes and all client correspondence on CIMS
- Updating the relevant registers (Sales, New Business, Renewals etc.)
- Managing and taking control of all renewals to ensure renewal deadlines are met
- Initiate renewal process 3 months in advance and liaise with Underwriter / financial
advisor - Identify Risk on all policies and make recommendations to financial advisor
- Assist Retentions team by sourcing alternative quotations, comparisons of alternative
quotations and reviewing the recommendations made to the client, conducting exit
interviews where applicable - Attending to ad hoc special projects as and when required
- Attending to projects related to upsell further product offerings
- All other reasonable duties that might be assigned from time to time
Education/ Experience:
- Grade 12 qualification
- Afrikaans Speaking (Advantageous) but with an excellent command of the English
language. - RE5 Examination advantageous
- Minimum of 3 years’ administrative experience in a Brokerage
- Driver’s License essential
- Basic Short Term insurance knowledge essential
- Short Term Insurance Qualification / Life Insurance Qualification will be advantageous
- Minimum of 2 years’ experience dealing with Short Term Insuran...
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8yNjMzNzM4MDI1P3NvdXJjZT1ndW10cmVl&jid=1617821&xid=2633738025
Id Subtitle 1220495662
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