Short-Term Insurance Administrator / Representative

About the position

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

Desired Skills:

• Administrative
• Claims
• Insurance
• Policy Enforcement
• Vericlaim