SHORT TERM INSURANCE SPECIALIST

HR Options; Centurion; On-site; ZAR 180 000 - 240 000; Full time

Job summary

A leading insurance company in Centurion is seeking a candidate to maintain underwriting standards and provide excellent client service. Responsibilities include issuing new policies, preparing quotes, and ensuring compliance with documentation standards. Ideal candidates will have a Grade 12 Certificate, proficiency in English and Afrikaans, and experience in short term insurance is beneficial. This role requires effective communication and strong administrative skills.

Qualifications

• Basic computer literacy including experience with Microsoft Office Suite.
• Experience in short term insurance underwriting or administration is beneficial.
• Proficient in English and Afrikaans.

Responsibilities

• Maintain underwriting standards and provide quality client service.
• Issue new policies, renewals, and endorsements on the C360 System.
• Help prepare new business quotes.
• Attend to administration and documentation communication.
• Check policies before sending to clients.

Skills

Basic computer literacy

Proficient in English

Proficient in Afrikaans

Education

Grade 12 Certificate or equivalent

Short term insurance qualification

Tools

Microsoft Office Suite

C360 System

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 C360 System
• Help to prepare new business quotes
• Underwrite in accordance with standards, policies and procedures
• Attend to administration and written communication
• Ensure that all documentation is processed accurately & correctly
• Ensure documentation is checked and authorised if appropriate prior to dispatch
• Ensure queries are resolved as per company standards
• Negotiating renewal terms and preparing the renewal documentation.
• Ensure renewal reviews are completed timeously
• Ensure retentions are calculated
• Request and monitor survey and survey requirements as per laid down procedures
• Correct unprofitable policies
• Ensure policies are not overexposed
• Checking policies before sending to clients
• Telephone contact with clients when they phone in with queries or amendments / additional covers
• Saving all work electronically
• Service delivery to ensure customer satisfaction
• Maintain 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 resolved
• Develop work routines in line with operational plans / schedules in order to manage the achievement of service delivery goals
• Participate 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.

Technology :

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.