Short-term Insurance Administrator

7 months ago


Germiston, 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 short-term 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 short-term 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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