Short Term Insurance Consultant

3 days ago


East London, South Africa Abantu Staffing Solutions Full time

**Min Requirements**:

- Comply with requirements as stipulated in FAIS Act
- 3 + years experience in the relevant industry
- NQF4 qualifications and credits
- RE5 Exam passed
- Class of Business completed for STI Personal and Commercial lines
- Operational Ability
- CPD hours/points completed for last cycle (2022/2023)

Advantageous:

- NQF5 passed for STI
- Experience on SANTAM online system
- Product specific training completed with main players in insurance industry: Santam, Old Mutual, Momentum (Previously Alexander Forbes), Bryte etc.

***

**Responsibilities**:

- Short Term Insurance administration - (Household content / Buildings / Vehicles etc. cover for both commercial and personal lines)
- Make and receive calls to clients
- Do and follow through amendments to client policies
- Evaluate cover to avoid under insurance
- Advise on claims under what section covered on policies
- Involvement with claims intermediary service (Client satisfied)
- Manage unpaid premiums
- Evaluate rates on line-items and negotiate premiums
- Policy renewals
- Completeness and accuracy of Record-of-Advice
- Fit & Proper-, FAIS, FICA and Code of Conduct compliant
- Grow portfolio by up and cross selling
- Build long term relationships with clients

***

**Competencies**:(Knowledge, skills and attributes)**
- Honesty, Integrity and Good Standing
- Strong administrative skills
- Good verbal
- and written communication skills at all levels
- Self-discipline and time management
- Punctuality
- Meet deadlines



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