Minimum requirements :
- Matric (Grade 12).
- Relevant insurance qualification (e.g., RE, NQF Level 4 / 5 in Short-Term Insurance).
- 23 years experience in policy administration or underwriting support within a short-term insurance environment.
- Proven experience in managing data and documentation accurately within defined deadlines.
- Knowledge of short-term insurance administration processes.
- Understanding of policy documentation, endorsements, and renewals.
- Proficiency in data management and insurance systems (experience with GRAIL advantageous).
- Strong administrative and organisational skills.
Personality Traits :
Attention to Detail.Professionalism.Team Orientation.Communication.Conflict Management.Proactivity.Customer Focus.Adaptability.Duties and responsibilities :
Policy Administration :Process and issue all new, renewal, and endorsement policies accurately and within defined turnaround times, typically within 24 hours of instruction.
Maintain and update policy data on the company's system, ensuring integrity, completeness, and compliance with underwriting standards.Prepare and dispatch renewal documentation and confirmation letters in accordance with internal processes.Action all administrative tasks related to policy extensions, endorsements, and contract notes promptly and correctly.Participate in system testing and assist with identifying process enhancements.Maintain accurate and comprehensive electronic filing and record-keeping using e-docs and Papercloud.Customer and Broker Service :Respond to broker and internal stakeholder queries in a professional, timely, and accurate manner.
Develop and maintain effective working relationships with brokers and business development managers to ensure efficient communication and service delivery.Manage potential conflicts and escalations calmly and diplomatically, ensuring resolution in line with company values.Deliver high levels of customer service that reflect the company's commitment to excellence and reliability.Data Accuracy and Compliance :Ensure all policy and customer information is validated and compliant with internal procedures and regulatory requirements.
Conduct regular data verification to maintain system integrity and support audit readiness.Adhere to company policies, underwriting guidelines, and confidentiality standards at all times.Process Improvement and Team Support :Contribute to continuous improvement initiatives aimed at enhancing efficiency, accuracy, and service quality.
Collaborate effectively with team members to ensure workloads are balanced and deadlines are met.Support the broader underwriting and operational teams with administrative assistance as required.