Job Description

Job Summary Minimum qualification required for this position: Grade 12 FAIS Compliant If not candidate will have to attend a Learnership to obtain necessary credits. Minimum experience required for this position: 1-2+ years Commercial Underwriting experience Salary Range R15 000.00 + (negotiable depending on experience & qualifications) Primary purpose of the position: Ensure that the insurance requirements of existing insurance clients are identified and met. To keep the Brand Promise of meeting and exceeding client expectations. Competencies required achieving the core KPAs: Behavioural attributes: Communication skills Customer service Relationship building Interpersonal sills Task, time and detail driven Rule orientation Negotiation skills Planning and organising Able to support and back up a busy team Friendly and co-operative Enthusiasm Attention to Detail Technical skills: Computer Literacy [MS Excel, MS Word, PowerPoint, Microsoft Office] Key performance areas: 1. Policy Maintenance 2. Policy Renewal 3. Retention of current clients 4. Client Management 5. Proficient in Administration 6. Demonstrate Personal Competence Please find below a brief overview of the for the abovementioned position: Typing speed and accuracy: 45 55wpm; 100% accuracy Intermediate Numeracy and Maths skills Typing of general letters / correspondence, spreadsheets, templates, quotations Quoting existing clients and amending policies Retaining Clients wanting to cancel and Issuing new policies where required Collecting Unpaid Premiums Telephone queries Updating client records Managing an electronic diary in terms of day to day follow ups Electronic filing and document management Checking schedules relating to amended, renewed or transferred policies Archiving client correspondence Project AssistanceThe Recruitment CouncilRecruiter

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