SUMMARY:
To provide underwriting and claims assistance, to the Advisers. The position will focus on commercial and personal
Lines.
POSITION INFO:
Minimum Requirements:
• Grade 12/Matric
• Fully computer literate (Microsoft Office 365: Word, Excel and Outlook)
• NQF Level 4 Certificate in Short term insurance (150 credits)
• RE 5 Certificate
• Minimum 5 years relevant personal lines underwriting experience in the short-term insurance industry (Commercial lines is an advantage)
• Fluent in written and spoken English and one other official South African language
Own transport/be able to commute to the office
Responsibilities:
- Daily task prioritizing
- Overseeing office WhatsApp line & office email inbox.
- Setting up monthly team meetings, topical to New Business, Cancellations, Claims, Renewals and identifying problem areas and solutioning with team and record keeping of meeting minutes.
- Maintaining E-signature templates according to standardized documents.
- Supporting with compliance audits to ensure any discrepancies are attended to and rectified.
- Commission reconciliation of new business/referrals and commission statements.
- Client visits along with adviser as required.
- Creating and maintaining client asset registers where relevant. Preparing quotes according
- Summary Needs Analysis compiled with clients.
- Compiling quote summaries for commercial policies and submitting quote requests to commercial insurers.
- Preparing standard docs such quote comparison relating to received quotes for adviser to discuss with client.
- Processing accepted quotes, preparing relevant onboarding documents. Ensuring compliance requirements are met and supporting documents uploaded.
- Overseeing welcome packs and supporting documents are distributed timeously.
- Managing client folders in Sharepoint.
- Updating renewal lists following activation of policies. Retrieving relevant supporting documents from clients according to insurer requirements, COC’s, LPG installation certificates, tracking device certificates etc.
- Overseeing policy amendment tasks are completed and correspondence uploaded.
- Attending to Insurer queries and record keeping of correspondence to clients.
- Ensuring Policy changes are communicated to clients timeously.
- Facilitating insurer surveys with clients.
- Scheduling confirmation of cover of client’s assets under finance contracts and distributing coc’s to finance houses according to schedule.
- Processing and communicating cancellations accordingly. Ensuring unpaid premiums are communicated to clients timeously and arranging alternative payments
- Dedicated claims processing with efficiency, overseeing claims.
- Efficient record keeping of claim progress and correspondence to & from insurer/client/Service providers.
- Obtaining relevant claim documents from various parties as required.
- Liaising with clients, assessors and service providers regarding claims.
- Attending to client emergencies after hours.
- Adequate record keeping of policies & renewal dates scheduling.
- Ensuring policy renewal packs are distributed to clients two months before renewal dates.
- Ensuring client appointments have been scheduled for renewals.
