Policy Administrator

3 weeks ago


Paarl, 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 12
- Fully computer literate (MS Word, Excel, and Outlook)
- Regulatory examination 1 (Representatives) RE5 successfully completed
- A minimum of 3 years short-term 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 client-focused with good interpersonal skills

**Experience**:

- Short Term Insurance: 3 years (required)



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