Job Description

Key Responsibilities:

• Manage and service client policies across long-term, short-term, and medical insurance products.
• Process policy changes, amendments, renewals, cancellations and general administration.
• Provide exceptional customer service to clients, addressing inquiries and assisting with policy-related matters.
• Prepare and process quotations using Discovery, Momentum, Old Mutual, Sanlam, Hollard, PPS, Medihelp, Bonitas, Bestmed, Stratum, Zestlife and Liberty quote packages and servicing quotes.
• Utilize Zoho Office and Atwork CRM system for policy servicing and administration.
• Maintain accurate and up-to-date client records within CRM systems.
• Assist financial advisors and clients with documentation, compliance, and policy-related queries.
• Ensure adherence to industry regulations and company policies.
• Work proactively to identify process improvements and enhance service delivery.

Requirements:

• Experience in the insurance industry is a must.
• Proficiency in using Discovery, Momentum, Old Mutual, Sanlam, Hollard, PPS, Medihelp, Bonitas, Bestmed, Stratum, Zestlife and Liberty websites and quote packages.
• Strong knowledge of Zoho Office, Atwork, and Microsoft Office Suite.
• RE5 and Financial Planning or Wealth Management qualifications (advantageous but not required).
• High attention to detail and accuracy in processing policy documents.
• Proactive, energetic, and a fast learner who takes initiative.
• Strong organizational and multitasking skills.
• Ability to work independently in a remote setting.
• Excellent communication and customer service skills.

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