Insurance Administrator – RE5 (advantageous) at National Debt Advisors

Skills required:

• Matric with an RE5 certification (advantageous)
• 2 years’ experience within the insurance and FSP industry
• Proven sales experience – preferably on a financial product or business management experience
• Have a solid knowledge or background within the debt review industry

Your duties will include, but will not be limited to:

• Assist in compliance and regulation, whilst driving our sales strategy and targets
• Daily recording of stats, including packs loaded, missing mandates, policies scheduled and sent
• Managing qualifying criteria of clients for credit life and funeral cover
• Compilation of gross monthly premiums and forecasts, including expected vs. actual premiums received, the number of claims vs. claims paid out, rejected and commission payments
• To ascertain total amount of clients signed up for debt review to get an accurate amount of qualifying clients
• Ensuring all policy schedules and session certificates are sent to creditors and attend to escalated insurance queries
• Warming up leads via Whatsapp medium for vehicle insurance
• Monthly reporting on credit life, funeral cover and vehicle insurance
• Assisting debt collectors where needed on insurance based scenarios
• Liaising with creditors and validation of commissions
• Performing a sales function and do monthly report writing