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Senior Short Term Insurance Specialist

South Africa Gqeberha / Port Elizabeth, Eastern Cape ZA, South Africa
Closing date
Dec 19, 2023

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Job Role
Contract Type
Full Time
Our fast-growing client in the Finance industry is seeking a Senior Short Term Insurance specialist to join their dynamic team in Port Elizabeth. The successful candidate will have to run and expand an existing short term insurance portfolio alongside

Duties and responsibilities:
  • Provide prompt, accurate and high-level assistance to clients and colleagues.
  • Preparation of renewals and recommendations, according to our internal processes.
  • Preparation of FAIS required documents (Records of Advice, Service Level Agreements, etc.)
  • Preparation of documents and files for client appointments.
  • Setting up of appointments with clients to revise their short-term insurance policies.
  • Communication with relevant product providers to amend policies / request required information as
  • discussed with clients.
  • Assist other administrators, colleagues and clients with more technical tasks and relevant queries.
  • Thorough understanding and daily implementation of FAIS, FICA and other legislation that is applicable to the financial planning industry.
  • Seeking of new business to expand portfolio.

Minimum Requirements:
  • A Grade 12 (Matric).
  • BCom degree or equivalent qualification (min 120 credits NQF. 5/6) would be to your advantage.
  • (Short Term Insurance qualification).
  • Already completed, or currently studying towards, RE Exam would be to your advantage.
  • Non-negotiable: minimum of 8 Years experience in similar role is essential.
  • Understanding Short-Term Insurance.
  • Excellent interpersonal skills (verbal and written communication). with the ability to work with a diverse group of people.
  • Very strong administrative skills.
  • Ability to work systematically and organised.
  • Excellent time management ability.
  • Ability to work independently but also as part of a team.
  • Working proactively.
  • Fully bilingual (Afrikaans & English).

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