Candidates must comply with Fit & Proper requirements as stipulated in FAIS Act Honesty, Integrity and Good standing Competence: Experience (3 Years in industry) NQF4 qualifications and credits RE5 Exam passed Class of Business completed for STI Personal and Commercial lines Operational Ability CPD hours/points completed for last cycle (2022/2023) The following additional factors will be to your (Candidates) advantage: NQF5 passed for STI Experience on SANTAM online system Product specific training completed with main players in insurance industry: Santam, Old Mutual, Momentum (Previously Alexander Forbes), Bryte etc. Main characteristics / strong points for candidates 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 Job description: 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 on line-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
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