Insurance Assistant
1 day ago
Job Title: Insurance Assistant
About The Recruitment Council
The Recruitment Council is a leading provider of recruitment services to the financial services industry. We are currently seeking an experienced Insurance Assistant to join our team in Centurion.
Job Description:
We are looking for a detail-oriented and organized individual with a strong background in short-term insurance to assist in generating commercial business quotations, ensuring accurate client information, and preparing comprehensive quotation files.
Key Responsibilities:
- Generate commercial business quotations based on adviser input.
- Ensure accurate client information (company details, registration numbers, contact information).
- Prepare comprehensive quotation files, including application forms, comparison quotes, and required FAIS documents.
- Activate accepted quotations with chosen product providers and ensure smooth processing.
- Organize and send out welcome packs with necessary policy documents to clients.
- Maintain accurate records in myPractice, including uploading all relevant documents.
- Handle day-to-day underwriting requests and ensure updates are promptly communicated to advisers and providers.
- Manage the renewal process, including preparing renewal packs, negotiating terms, and updating policies.
- Work closely with the commercial underwriting team once the first debit order is confirmed.
- Ensure all processes are followed correctly and request assistance when necessary.
Required Skills and Qualifications:
- Grade 12 (Matric) or equivalent.
- At least 3 years of experience within the short-term insurance industry.
- Proficient in both spoken and written English, and at least one other official South African language.
- Strong computer skills, particularly in MS Office.
- NQF Level 4 Short-Term Insurance qualification or currently studying towards completion.
- FSCA confirmation (DOFA) and successful completion of the RE 5 Examination.
- Strong organizational, planning, and multitasking abilities.
- High attention to detail, with the ability to manage pressure.
- Strong client service orientation and excellent negotiation skills.
- Team player with effective communication skills.
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