Senior Personal Lines Insurance Coordinator

5 days ago


Centurion, Gauteng, South Africa The Recruitment Council Full time

Company Overview:

The Recruitment Council is a leading recruitment agency specializing in the financial services sector. We pride ourselves on providing exceptional service to our clients, and we are now seeking a highly skilled Senior Personal Lines Insurance Coordinator to join our dynamic team.

About the Role:

This is an exciting opportunity for an experienced professional to take their career to the next level in a fast-paced environment. As a Senior Personal Lines Insurance Coordinator, you will be responsible for managing personal lines quotations, activating accepted quotations with product providers, and ensuring seamless transitions to policy activation.

Key Responsibilities:

  • Generate accurate and timely personal lines quotations based on advice provided by advisers.
  • Prepare comprehensive quotation files, including comparison quotes, application forms, and FAIS documentation.
  • Activate accepted quotations with chosen product providers and ensure smooth policy activation.
  • Prepare and send welcome packs to clients, including policy schedules, policy wordings, and relevant documentation.
  • Handle daily underwriting requests from advisers and providers, ensuring effective management of policy adjustments.
  • Request and negotiate renewal terms from providers and prepare renewal packs for advisers, focusing on both personal lines and commercial-linked policies.
  • Maintain accurate records and upload all relevant documents into myPractice.
  • Collaborate with compliance monitoring teams to ensure adherence to regulatory requirements.

Minimum Requirements:

  • Grade 12 (Matric) or equivalent.
  • Minimum of 3 years' experience in the short-term insurance industry.
  • Proficient in MS Office.
  • NQF Level 4 Short-Term Insurance qualification or studying towards completion.
  • FSCA confirmation (DOFA) and RE5 Examination (Representatives) completed.

Competencies:

  • Excellent teamwork and communication skills.
  • Strong organizational and planning abilities.
  • Exceptional attention to detail, with ability to handle pressure.
  • Client service orientation with strong negotiation skills.


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