Job Description: 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. Job Responsibilities: Obtain all required information and documents 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. Create, organize and maintain files containing the correspondence and records. 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. 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. Job Requirements: FAIS and RE5 qualification (Essential) 1 – 3 years Financial Services industry experience (Essential); Short-term insurance product knowledge / intermediary experience Grade 12/ SAQA Accredited Equivalent (Essential) Class of Business – product knowledge (Essential).
Jobsrican