Job Available

Brokers Assistant
Description of Duties
We are looking for an individual who has a passion for administration and insurance. To be successful in this role, you will need excellent verbal and written communication skills, as well as competency in Microsoft Office applications, such as Word and Excel. Assist broker with all long / short term related administration - amendments, queries and new business Anything and all pertaining to incoming calls, enquiries and service requests by clients or broker Assist with obtaining quotes and compile comparisons thereof Confirmation to clients, Insurers and Banks General administration Preparation of files Constant internal/insurance company products training, Online Academy, Shadowmatch, Product specific training Long Term Insurance 1. Quotations 2. “Pre-population” of compliance/application documents 3. Applications 4. Arrange for medicals 5. Life/Investment statements 6. Amendments – Personal Details/cover/debit orders 7. Tax certificates 8. Astute 9. Investment Withdrawals 10. Disinvestments 11. Section 14 transfers 12. Claims 13. Policy Summaries 14. Cessions 15. Unpaid debit orders 16. Reinstatement of policies 17. Renewals 18. Cancellations 19. Funds switches 20. Premium holidays 21. Claims histories 22. Loans on investments 23. Broker appointments 24. Filing 25. Client enquiries Short Term Insurance 1. Quotations 2. “Pre-population” of compliance/application documents 3. Applications 4. Obtain policy schedules/claims history 5. Request rates 6. Amendments 7. Renewals 8. Unpaid debit orders 9. Reinstatement of policies 10. Cancelations 11. Broker Appointments 12. Forced debits 13. Refunds 14. Confirmation of Cover 15. Notifications 16. Filing 17. Client enquiries 18. Booking and confirming appointments
Grade 12 A minimum of 2 years’ experience in the administration / policy management of long / short term insurance: Personal Lines, Commercial Lines, Agri Insurance. Insurance literate Computer literate (Microsoft Office & Outlook) Fluently bilingual (Afrikaans & English) RE 5 Exam completed successfully Experience in Tial / System A, Santam and Old Mutual Insure online systems will be beneficial Strong admin abilities Good time management skills Excellent verbal and non-verbal communication skills Presentable and neat appearance
Mia Jackson