Short-Term Insurance Administrator - Germiston at GJM Ultra Holdings

Job Profile: 

The Short-Term Administrator plays a vital role in ensuring the seamless operation of daily, weekly, and monthly tasks related to the sales of short-term insurance policies by the insurance broker.  The individual in this role will collaborate closely with the broker, insurance companies, and clients, demonstrating  a keen attention to detail and a commitment to compliance.

Responsibilities:
Daily:

• Retrieve policy schedules and claims history from insurance companies for quoting purposes.
• Liaise with clients for the acquisition of policy schedules and claims history.
• Confirm broker signing appointments and coordinate schedules.
• Submit competitive quotations to insurance companies for optimal terms and pricing.
• Engage with clients regarding savings, while avoiding advice.
• Facilitate communication between life administrators and short-term departments for lead generation.
• Maintain records of consents and correspondence in client files.
• Update leads received daily.
• Analyze quotations.
• Comply with the POPI Act and maintain adherence to its provisions.
• Thoroughly prepare files for upcoming weeks signings.

Weekly:

• Verify completion of client details on compliance documentation by brokers.
• Optimize broker schedules for efficient route planning.
• Dispatch welcome packs, policy schedules, and policy wordings within 30 days of policy inception.
• Inform clients of cancellations.
• Manage a robust pipeline of signings.

Monthly:

• Able to verify clients files 100% with FICA and FAIS regulations.
• Ensure brokers achieve monthly targets.
• Confirm and capture new clients on register
• Maintain continuous preparedness for compliance audits.

Minimum Requirements:

• Matric (grade 12)
• Reliable transport
• Proficient knowledge of short-term insurance industry.
• Strong administration skills