New Business

2 months ago

Port Elizabeth, South Africa Top Vitae Recruitment Full time

Performing a wide range of administrative and support activities which require methodical and meticulous thinking in order to generate and monitor all Life New business transactions, risk, pre- & post-retirement and investment plans, following the new business process to ensure the successful finalization and issue of all new business, whilst working hand-in-hand with the Financial Advisors and sales executives. To provide service excellence in daily tasks when assisting colleagues and clients with queries, providing correct information and advice to serve as the link between the insurer and the Broker / Account Executive. Supporting the Account executives / Brokers with all tasks allocated. Provide meaningful input in order to facilitate the finalization of the Sale and to ensure that our clients experience service excellence. Schedule and prioritize the workload to meet required deadlines.

Medical Aid Administration & Servicing:

  • Assist with completion of New Business applications and processing thereof.
  • Assist with preparation of Compliance related documentation.
  • Process and submit new business to relevant Assurers and Investment houses and regularly complete & update the New Business register.
  • Scanning and electronic saving of various NB related documents & Compliance documentation
  • Follow up on Underwriting requirements re: Risk new Business applications and ensure the client complies with requirements from Assurers.
  • Liaise with all Sales Executives and Financial advisors upon receiving terms on risk cases and compile counteroffer, break down and/or comparison between old and new product where replacement is applicable.
  • Follow up on all Pre- & Post Retirement products and ensure the transaction issues accurately including fees.
  • Follow up on all Investment transfers and ensure the transaction issues accurately including fees.
  • Follow up on all new & Ad hoc Investment applications ensure the transaction issues accurately including fees.
  • Ensure that the NB Outstanding underwriting & Transfer register is updated at all times.
  • Generation of progress report on all outstanding underwriting and transfers/investments for onward delivery to the team and financial advisors
  • Updating of portfolios once the new business/alterations issues – accuracy in data/value capturing. Attention to detail is very important as company will be held liable if incorrect amounts are quoted.
  • All other reasonable duties that might be assigned from time to time.

Minimum Requirements:

  • Grade 12-qualification
  • Be Fully bilingual (English & Afrikaans)
  • RE5 Examination is advantageous.
  • Full relevant tertiary qualification (NQF Level 5) advantageous
  • Driver’s License essential
  • Computer skills and knowledge (especially of Word, Excel, Outlook, Internet)
  • Knowledge of clerical and administrative procedures and systems, such as filing and proper record keeping
  • Knowledge of principles and practices of basic office/administrative management
  • Life Assurance products – Know the different types of insurance products, limits and restrictions.
  • Tax implications and benefits – How tax will be applied in the event of retirements / death/ disability; fringe benefits and when benefits will be tax deductible.
  • Investments - Know and understand how to read market movements/fluctuations; income revisions and portfolio rebalances/switches).
  • Commission structures – Different commission applies to different products therefore it is vital that the correct commission is applied. Know the difference between the maximum and minimum on each product.
  • Corporate Benefit knowledge would be advantageous

Please consider your application unsuccessful if you have not received a response within two weeks of applying.

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