Commercial Lines: Administrative Assistant Centurion, Gauteng Permanent
1 day ago
**Designation**:
- Commercial Lines: Administrative Assistant | Centurion, Gauteng | Permanent
**Category**:
- Administration and Operations
**Job Level**:
- Professionally qualified and experienced specialists and mid-management
**Posted by**:
- PSG Financial Services
**Posted on**:
- 30 Jan 2025
**Reference Number**:
- POS37849
**Closing date**:
- 30-May-2025
**Position Type**:
- Permanent
**Location**:
- Centurion Hall Street
**Overview**:
**VACANCY| COMMERCIAL LINES: ADMINISTRATIVE ASSISTANT | CENTURION, GAUTENG | PERMANENT**
PSGs commitment to transform and embrace diversity is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce. In achieving our employment equity goals, we give preference to applicants from designated groups, and we encourage people with disability to apply.
**Description**:
The Commercial Lines Admin Assistant will be responsible for generating commercial business quotations on new clients and existing clients, file preparation and activation with product provider on completion of the other marketer’s advice process. Attending to the day-to-day underwriting requests from clients, advisers and providers, requesting renewal terms from Providers and preparing of the renewal and renewal file for the adviser.
**Responsibilities**:
- Generate quotations on advice provided from advisers
- Provide relevant quotations as per adviser request
- Ensure that contact details are correct (Company name, company registration number, contact person, contact details)
- Load contact on myPractice as a prospect
- Record quotation on quotation register
- Activate accepted quotation with chosen product provider
- Prepare and send welcome pack (Welcome letter, policy schedule, policy wordings (Vaps, Sasria and product provider wordings), accepted quotation, FAIS documents (iComply Pack) to client and cc.the adviser
- Upload all documents (including quotations not taken up) onto myPractice under notes
- Record new business on new business register
- Provide accepted and completed pack to compliance monitoring division (Amanda)
- After confirmation that the 1st Debit order was successful, the file must be handed over to commercial underwriting team
- Upload all documents onto myPractice
- Request renewal terms from providers, discuss with advisers and prepare the renewal and renewal pack for the adviser
- Upload all documents onto myPractice
- Ensure that all processes are in place, if not, request adviser assistance
**Minimum Requirements**:
- Grade 12
- A minimum of 3 years working experience within the short-term Insurance industry
- Proficient in both spoken and written English and at least one other of the official South African languages
- Computer literacy (MS Office)
- NQF Level 4 Short Term Insurance qualification or studying towards
- DOFA confirmation from FSCA
- Successfully completed the RE 5 Examination (Representatives)
**Competencies**:
- Teamwork
- Organising and planning
- Client service orientation
- Attention to detail and able to handle pressure
- Negotiation Skills
**How to apply**:
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