SHORT TERM INSURANCE SPECIALIST

HR Genie • Centurion, South Africa

30+ days ago

Job description

Your Grade 12 Certificate, short term insurance qualification or equivalent as well as:

Experience:

Basic computer literacy, including experience with Microsoft Office Suite.
Experience in short term insurance underwriting or administration is beneficial.

Language Requirements:

Proficient in English and Afrikaans

will enable you to do the following duties:

Effectively maintaining underwriting standards and providing quality client service:

Issuing new policies, renewals, and endorsements on the C360 System
Help to prepare new business quotes
Underwrite in accordance with standards, policies and procedures
Attend to administration and written communication
Ensure that all documentation is processed accurately & correctly
Ensure documentation is checked and authorised if appropriate prior to dispatch
Ensure queries are resolved as per company standards
Negotiating renewal terms and preparing the renewal documentation.
Ensure renewal reviews are completed timeously
Ensure retentions are calculated
Request and monitor survey and survey requirements as per laid down procedures
Correct unprofitable policies
Ensure policies are not overexposed
Checking policies before sending to clients
Telephone contact with clients when they phone in with queries or amendments/ additional covers
Saving all work electronically
Service delivery to ensure customer satisfaction
Maintain service, quality, and desired outputs within a specific functional process by ensuring compliance with tactical policies, procedures, and standards.
Resolve escalated customer queries and complaints and provide feedback to customers on matters resolved
Develop work routines in line with operational plans / schedules in order to manage the achievement of service delivery goals
Participate in the creation of new standards, control systems, and procedures to maintain service delivery.

Processes:

Administrative Support and Document Management:
- Receive and process new leads.
- Enter and organise details into the system accurately.
- Generate quotes and ensure they are correctly formatted.
- Perform general administrative tasks to support the underwriting team.
- Follow up on any missing or outstanding information.
- Maintain an organised electronic filing system for all quote records.

Compliance and Process Adherence:
- Follow established protocols and procedures in performing tasks.
- Ensure adherence to the organisation's confidentiality and privacy policies.

People:

Communication and Interpersonal Skills:
- Liaise with internal team members and external contacts to ensure a smooth quote process.
- Provide updates and support to the underwriting department as required.
- Maintain a high level of professionalism and respect in all communications.

Technology:

Continuous Learning and Development:
- Learn and understand the basics of underwriting and quote generation.
- Participate in training and development opportunities to improve job knowledge and skills.

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SHORT TERM INSURANCE SPECIALIST • Centurion, South Africa

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