Job Purpose
Assist and support the PM to develop and maintain intermediary relationships by assisting with intermediary queries. Administer and issue of policies, endorsements, new business and renewals. Direct and manage enquiries to other internal departments such as Risk Desk, FAC desk, Survey department and Claims department.
Responsibilities
Underwriting Management
Support the underwriting of new business and renewal cases by verifying the completeness and accuracy of information and checking against standard rates, referring issues to senior colleagues when necessary.
Insurance Policy Administration
Evaluate new and updated customer and policy information on the relevant systems and set up premium collections, liaising with the intermediary to clarify incomplete and potentially inaccurate information and referring unresolved issues to others.
Document Management
Create, organize and maintain files containing the correspondence and records. Obtain all required information and documents to proceed with the claim.
Administration
Produce, update and provide best practice support on a wide range of MS documents, databases and other departmental systems to support the work of more senior colleagues.
Intermediary / Customer Service Management
Carry out standard intermediary / customer service activities and handle simple customer enquiries.
Stakeholder Engagement
Support stakeholder engagement by arranging actions, meetings, and events.
Compliance
Work within standard compliance systems and report simple non-compliance issues.
Comply with service level agreements and quality standards.
Personal Capability Building
Maintain and build relevant knowledge and ensure effective updating of own product and system knowledge. Develop and maintain excellent process or technical skills by participating in assessment and development planning activities as well as formal and informal training and coaching.
Continuous Improvement
Contribute to optimising work practices and procedures and generate new ideas to assist in identifying continuous improvements and growth for broker's.
Data Management
Support others by working on a variety of data management tasks.
Performance Management
Assure all work meets technical / operations standards for quality and timeliness; use performance management systems to improve personal performance.
External Communications
Create positive experiences for clients by interacting courteously with them.
Education
Grade 12/ SAQA Accredited Equivalent (Essential); FAIS and RE5 qualification (Essential); Class of Business – product knowledge (Essential)
Experience
1 – 3 years Financial Services industry experience (Essential); Short-term insurance product knowledge / intermediary experience (Advantageous).
Telesure Investment Holdings (Pty) Ltd (TIH) is the holding company of some of South Africa’s leading and innovative financial institutions.
These financial institutions are licensed to provide financial products and/or services ranging from short-term, long-term and health insurance as well as a comparison and investment platforms.
Our origins go back to 1 June 1985, when Auto & General Insurance was launched into the South African market. We have since grown into a group of subsidiaries of which Auto & General now forms a part.
Today, we own some of South Africa’s most loved and recognisable brands, each finding a better way to give their unique group of customers peace of mind.
We exist to continuously find better ways to give people peace of mind, whether it is to protect what they own, their loved ones or their greater ambitions and life plans they’re working so hard for.
We’re proven pioneers with a hunger for doing and being the best we can, bringing customer-focused innovation and service excellence to the financial services industry.
We’re an undivided team of diverse thinkers and doers who believe in leading through technology and pushing past their limits.
TIH is a licensed controlling company.
