Short-Term Insurance Administrator / Representative - East London
Minimum Requirements:
- Grade 12 / Matric
- Experience (3+ Years in industry)
- NQF4 qualifications and credits
- RE5 Exam passed
- Class of Business completed for STI Personal and Commercial lines
- NQF5 passed for STI (Highly advantageous)
- Experience on SANTAM online system (Highly advantageous)
- Product specific training completed with main players in insurance industry: Santam, Old Mutual, Momentum (Previously Alexander Forbes), Bryte etc. (Highly advantageous)
Responsibilities:
- Make- and receive calls to clients
- Do- and follow through amendments to client policies
- Evaluate cover to avoid under insurance
- Advise on claims under what section covered on policies
- Involvement with claims intermediary service (Client satisfied)
- Manage unpaid premiums
- Evaluate rates online-items and negotiate premiums
- Policy renewals
- Completeness and accuracy of Record-of-Advice
- Fit & Proper-, FAIS, FICA and Code of Conduct compliant
- Grow portfolio by up- and cross selling
- Build relationships (Trust) with clients
Key Skills and Competencies:
- Strong administrative skills
- Good verbal- and written communication skills at all levels
- Computer literate in Microsoft office and internet
- Self-discipline and time management
- Punctuality
- Meet deadlines
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