3+ Years experience in the same or similar industry
NQF4 qualifications and credits
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)
Evaluate rates online-items and negotiate premiums
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:
Good verbal- and written communication skills at all levels
Computer literate in Microsoft office and internet
Self-discipline and time management
Punctuality
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Insurance Administrator East London, South Africa • East London, Eastern Cape, ZA