Main purpose:
• Commercial underwriting and client contact
• Commercial claims, dealing with the complete process
• General office management
Main job functions:
• Dealing directly with clients
• Attend to all amendments on policies and distributing policy
documents
• Issuing new policies
• Ensure renewals are dealt with timeously
• Register and handle the whole claims process
• Be able to assist with Personal lines clients, policies and claims
Minimum Requirements:
• Registered as a representative with the FSCA within the last 5
years for Short Term Personal and Commercial lines –
intermediary services without supervision.
• COB (class of business) completed for Personal and
Commercial Lines
• RE5 qualification and NQF4
• The incumbent has 3 to 5 years claims and underwriting
experience together with good administration skills and the
ability to look at all aspects of the job, regardless how detailed
• Ability to be a team player that can actively encourage open and
frank communication in a team environment. Encourages a
climate of teamwork through their actions; and is committed to
team goals rather than personal goals.
• Positive and willing attitude as well as a service culture
• Ability to prioritise own workload.
• Methodical / analytical ability and numerical ability – able to
analyse situations, form opinions, and make decisions
independently, and calculations accurately
• High level of communication skills (both written and verbal)
Afrikaans & English
• The ability to proactively develop customer relationships, making
efforts to listen and understand the customer, anticipating and
providing solutions to customer needs to customer satisfaction.
• Computer Literacy (MS Office: Outlook, Word, and Excel)
• Able to deal with service providers such as IT, internet service
providers etc.
