Policy Processing Clerk

Placements24; Queenstown; On-site; NZD 20,000 - 26,000; Full time

Benefits offered by this job

Medical aid contributions

Provident fund participation

Career development opportunities

Queenstown office base

Job summary

Placements24 is seeking a meticulous Policy Processing Clerk in Queenstown, South Africa. The role focuses on processing new applications, endorsements, and renewals with careful data capture and regulatory compliance.

You will maintain policy files, support documentation, and liaise with brokers to resolve queries, while upholding high data integrity in a fast-paced environment.

Qualifications

• Previous experience in an administrative or data entry role.
• Excellent attention to detail and accuracy.
• Strong organizational and time management skills.
• Proficiency in Word and Excel.
• Good written and verbal communication.
• Ability to work in a fast-paced environment.
• Willingness to learn new processes.
• Based in Queenstown or willing to relocate to Queenstown.

Responsibilities

• Process new insurance policy applications accurately.
• Enter and update policyholder information in the system.
• Handle endorsements, cancellations, and renewals promptly.
• Verify data accuracy for policy transactions.
• Communicate with brokers and internal departments to resolve queries.
• Maintain organized and up-to-date policy files.
• Assist in generating policy documentation and correspondence.
• Support the team with routine administrative tasks.
• Maintain high data integrity for policy records.

Skills

Administrative experience

Attention to detail

Organizational skills

Communication skills

Proactive attitude

Independent work

Insurance knowledge

Tools

Microsoft Word

Microsoft Excel

Job description

About the Role

Our client, a trusted name in the insurance sector, is seeking a meticulous Policy Processing Clerk to join their operations in Queenstown, Eastern Cape. This role is fundamental to the efficient administration of insurance policies. The successful candidate will be responsible for accurately processing new policy applications, endorsements, and renewals, ensuring all details are correctly captured and compliant with company procedures. We are looking for an organized and detail-oriented individual who can manage a high volume of administrative tasks effectively. This is an excellent entry-level opportunity for someone looking to establish a career in the insurance industry within Queenstown.

Key Responsibilities

• Process new insurance policy applications accurately and efficiently.
• Enter and update policyholder information in the administrative system.
• Handle policy endorsements, cancellations, and renewals in a timely manner.
• Verify the accuracy of data and documentation for all policy transactions.
• Communicate with brokers and internal departments to resolve queries related to policy details.
• Ensure compliance with company policies and regulatory requirements.
• Maintain organized and up-to-date policy files.
• Assist in generating policy documentation and correspondence.
• Support the team with administrative tasks as required.
• Contribute to maintaining a high standard of data integrity for all policy records.

Requirements

• Previous experience in an administrative or data entry role is preferred, ideally within the financial services or insurance sector.
• Excellent attention to detail and a high level of accuracy.
• Strong organizational and time management skills.
• Proficiency in Microsoft Office Suite, particularly Word and Excel.
• Good written and verbal communication skills.
• Ability to work efficiently in a fast-paced environment.
• A proactive approach and willingness to learn new processes.
• Ability to work independently and as part of a team.
• Understanding of basic insurance principles is an advantage.
• Must be based in or willing to relocate to Queenstown, Eastern Cape.

Benefits

• Our client offers a competitive starting salary with opportunities for progression within the company.
• Employees are entitled to a range of benefits, including medical aid contributions and participation in a provident fund.
• The company fosters a supportive and team-oriented work environment, encouraging professional development.
• This role is based at our Queenstown office, providing a stable career path within the insurance industry.
• Join a reputable organization committed to providing excellent service and career opportunities in the Eastern Cape.