Policy Administrator

2 weeks ago


Paarl, Western Cape, South Africa PSG Konsult Full time

Job description:
To provide policy administrative assistance to the Adviser.

Responsibilities:

  • Issuing new policies, renewals and endorsement
  • Prepare new business quotes
  • Negotiating renewal terms and preparing the renewal documentation
  • Checking policies before sending it to Clients
  • Telephone contact with Clients when they phone in with queries or amendments/additional covers
  • Dealing with various insurers

Skill sets required:

  • Grade 1
  • Fully computer literate (MS Word, Excel, and Outlook)
  • Regulatory examination 1 (Representatives) RE5 successfully completed
  • A minimum of 3 years shortterm insurance experience in Policy Administration
  • Good administration skills
  • Excellent planning and organising skills
  • Problem solving and analysis
  • Time management skills
  • Good negotiation skills
  • Resilient with a good level of stress tolerance
  • Highly clientfocused with good interpersonal skills

Experience:

Short Term Insurance: 3 years (required)

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