Personal Lines Admin Assistant

Job Title: Personal Lines Admin Assistant

Location: Centurion, Gauteng

Industry: Financial Services

Employment Type: Full-time

Overview:

A leading financial services company in Centurion is seeking a highly organized and detail-oriented Personal Lines Admin Assistant to join their dynamic team. This role offers an exciting opportunity for an individual with experience in the short-term insurance industry, looking to further develop their career in a supportive and fast-paced environment.

Key Responsibilities:

1. Generate personal lines quotations based on advice provided by advisers.
2. Provide accurate and timely quotations to advisers, ensuring contact details are correct.
3. Prepare and manage comprehensive quotation files, including comparison quotes, application forms, and FAIS documentation.
4. Activate accepted quotations with the chosen product provider and ensure seamless transition to policy activation.
5. Prepare and send welcome packs to clients, including policy schedules, policy wordings, and relevant documentation.
6. Handle daily underwriting requests from advisers and providers, ensuring all policy adjustments are managed effectively.
7. Request and negotiate renewal terms from providers and prepare renewal packs for advisers, focusing on both personal lines and commercial-linked policies.
8. Manage the renewal process for both standalone personal lines policies and policies linked to commercial lines, ensuring all required documents are prepared and sent to clients.
9. Maintain accurate records and upload all relevant documents into the company's system (myPractice).
10. Collaborate with compliance monitoring teams to ensure adherence to all regulatory requirements.

Minimum Requirements:

1. Grade 12 (Matric) or equivalent.
2. Minimum of 3 years experience in the short-term insurance industry.
3. Proficient in MS Office.
4. NQF Level 4 Short-Term Insurance qualification or studying towards completion.
5. FSCA confirmation (DOFA) and RE5 Examination (Representatives) completed.
6. Excellent teamwork and communication skills.
7. Strong organizational and planning abilities.
8. Exceptional attention to detail, with the ability to handle pressure.
9. Client service orientation with strong negotiation skills.

This role is ideal for someone passionate about personal lines insurance and eager to take on an essential support role in a fast-paced environment.

If you meet the above requirements and are ready to grow your career, we want to hear from you!