Short Term Insurance Administrative Officer

Hr Options; Gauteng; On-site; ZAR 150,000 - 250,000; Full time

Job summary

A leading company in the insurance sector is seeking a motivated individual to join their underwriting team. This role focuses on maintaining underwriting standards while delivering exceptional client service through efficient policy management and compliance. Candidates should have at least a Grade 12 Certificate and be proficient in both English and Afrikaans.

Qualifications

• Experience in short term insurance underwriting or administration is beneficial.
• Ability to maintain underwriting standards and provide client service.

Responsibilities

• Issue new policies, renewals, and endorsements on the C System.
• Maintain an organised electronic filing system for all quote records.
• Liaise with internal team members and external contacts for the quote process.

Skills

Basic computer literacy

Proficient in English

Proficient in Afrikaans

Education

Grade 12 Certificate

Short term insurance qualification or equivalent

Job description

Your Grade 12 Certificate, short term insurance qualification or equivalent as well as :

Experience :

Basic computer literacy, including experience with Microsoft Office Suite.Experience in short term insurance underwriting or administration is beneficial.

Language Requirements :

Proficient in English and Afrikaans

will enable you to do the following duties : Effectively maintaining underwriting standards and providing quality client service :

Issuing new policies, renewals, and endorsements on the C SystemHelp to prepare new business quotesUnderwrite in accordance with standards, policies and proceduresAttend to administration and written communicationEnsure that all documentation is processed accurately & correctlyEnsure documentation is checked and authorised if appropriate prior to dispatchEnsure queries are resolved as per company standardsNegotiating renewal terms and preparing the renewal documentation.Ensure renewal reviews are completed timeouslyEnsure retentions are calculatedRequest and monitor survey and survey requirements as per laid down proceduresCorrect unprofitable policiesEnsure policies are not overexposedChecking policies before sending to clientsTelephone contact with clients when they phone in with queries or amendments / additional coversSaving all work electronicallyService delivery to ensure customer satisfactionMaintain service, quality, and desired outputs within a specific functional process by ensuring compliance with tactical policies, procedures, and standards.Resolve escalated customer queries and complaints and provide feedback to customers on matters resolvedDevelop work routines in line with operational plans / schedules in order to manage the achievement of service delivery goalsParticipate in the creation of new standards, control systems, and procedures to maintain service delivery.

Processes :

Administrative Support and Document Management :

Receive and process new leads.Enter and organise details into the system accurately.Generate quotes and ensure they are correctly formatted.Perform general administrative tasks to support the underwriting team.Follow up on any missing or outstanding information.Maintain an organised electronic filing system for all quote records.

Compliance and Process Adherence :

Follow established protocols and procedures in performing tasks.Ensure adherence to the organisation's confidentiality and privacy policies.

People :

Communication and Interpersonal Skills :

Liaise with internal team members and external contacts to ensure a smooth quote process.Provide updates and support to the underwriting department as required.Maintain a high level of professionalism and respect in all communications.

Continuous Learning and Development :

Learn and understand the basics of underwriting and quote generation.Participate in training and development opportunities to improve job knowledge and skills.