Insurance Policy Administrator

2 weeks ago

Johannesburg, South Africa Trafalgar Property Management (Pty) Ltd Full time

Trafalgar is the leading residential letting agency across South Africa, letting and managing residential properties across all major metropolitan areas. Trafalgar is dedicated to providing a comprehensive and tailored sectional title and Home Owners Association (HOA) property management service. Trafalgar offers a commercial property management service catering for all the management requirements associated with commercial, Retail and Industrial property. Trafalgar is an authorized financial services and credit provider with a specialist property insurance broking focus on sectional title insurance and finance.

**Trafalgar Financial Services Birdhaven** is in search of an **Insurance **Policy Administrator **to join their dynamic team.

**The objectives for this vacancy**:
Attending to policy renewals
Ensuring alternate quotations are obtained at renewal
Ensuring that renewals are sent out timeously and deadlines are met
Policy endorsements
Inception of new business policies
Ensuring that the Replacement Value Survey is done for all new business
Ensuring feedback is sent to client advising of the sums insured and possible changes to current policy

**Responsibilities**

Check when the last replacement value survey was done and if the client is due for a new RVS.
Where an updated RVS is required, quotes to be obtained and sent with the renewal
Obtaining alternate quotations for the renewal process, once claims history is received from the insurer.
Where another insurer has offered a better premium, administrator must approach current insurer to offer the opportunity to match the offering prior to sending out the renewal notice to the client
Once renewal has been sent out, ensure that a follow up is done in the second week, to confirm acceptance of renewal
Feedback with a breakdown of current values vs. RVS suggested values to be sent to the client
Follow up on feedback from Trustees/Directors as to how they wish to proceed.
Highlight when the client is under-insured
Ensure that all requested endorsements are done and sent to the insurer
The insurer must confirm premium matching prior to the endorsement being to the client
Ensure the plans are received and a signed brokers appointment
Send the necessary to the client with welcome letter, new policy schedule and policy wording

**Requirements**:
Matric Certificate
Insurance Credits
RE5
Minimum 2 years underwriting / policy administration experience
Driver's License
Vast Microsoft Office knowledge
Grail experience

**Skill requirements**

Effective communication written and verbal, friendly disposition
Ability to manage time effectively and work under pressure
Ability to delegate tasks to various departments where required
Strong leadership skills
Attention to detail
Ability to work within a team environment

Please use Reference**:IPA01/23

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