Short-term Insurance Administrator

2 weeks ago


Germiston, Gauteng, South Africa GJM Ultra Holdings (Pty) Ltd Full time

Job Title:
Short-Term Insurance Administrator


Job Profile:


The Short-Term Administrator plays a vital role in ensuring the seamless operation of daily, weekly, and monthly tasks related to the sales of short-term insurance policies by the insurance broker.

The individual in this role will collaborate closely with the broker, insurance companies, and clients, demonstrating a keen attention to detail and a commitment to compliance.


Responsibilities:

Daily:

  • Retrieve policy schedules and claims history from insurance companies for quoting purposes.
  • Liaise with clients for the acquisition of policy schedules and claims history.
  • Confirm broker signing appointments and coordinate schedules.
  • Submit competitive quotations to insurance companies for optimal terms and pricing.
  • Engage with clients regarding savings, while avoiding advice.
  • Facilitate communication between life administrators and shortterm departments for lead generation.
  • Maintain records of consents and correspondence in client files.
  • Update leads received daily.
  • Analyze quotations.
  • Comply with the POPI Act and maintain adherence to its provisions.
  • Thoroughly prepare files for upcoming weeks signings.

Weekly:

  • Verify completion of client details on compliance documentation by brokers.
  • Optimize broker schedules for efficient route planning.
  • Dispatch welcome packs, policy schedules, and policy wordings within 30 days of policy inception.
  • Inform clients of cancellations.
  • Manage a robust pipeline of signings.

Monthly:

  • Able to verify clients files 100% with FICA and FAIS regulations.
  • Ensure brokers achieve monthly targets.
  • Confirm and capture new clients on register
  • Maintain continuous preparedness for compliance audits.

Minimum Requirements:

  • Matric (grade 12)
  • Reliable transport
  • Proficient knowledge of shortterm insurance industry.
  • Strong administration skills


This role requires meticulous attention to detail, strong organizational skills, and a proactive approach to ensure the smooth and compliant operation of the short-term insurance process.

If you meet the above requirements and are passionate about admin, we'd like to hear from you

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