Short Term Insurance Consultant - East London, South Africa - Abantu Staffing Solutions

Abantu Staffing Solutions
Abantu Staffing Solutions
Verified Company
East London, South Africa

1 week ago

Thabo Mthembu

Posted by:

Thabo Mthembu

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Description

Min Requirements:


  • Comply with requirements as stipulated in FAIS Act
  • 3 + years experience in the relevant industry
  • NQF4 qualifications and credits
  • RE5 Exam passed
  • Class of Business completed for STI Personal and Commercial lines
  • Operational Ability
  • CPD hours/points completed for last cycle (2022/2023)

Advantageous:

  • NQF5 passed for STI
  • Experience on SANTAM online system
  • Product specific training completed with main players in insurance industry: Santam, Old Mutual, Momentum (Previously Alexander Forbes), Bryte etc.
***
Responsibilities:
  • Short Term Insurance administration
  • (Household content / Buildings / Vehicles etc. cover for both commercial and personal lines)
  • Make and receive calls to clients
  • Do and follow through amendments to client policies
  • Evaluate cover to avoid under insurance
  • Advise on claims under what section covered on policies
  • Involvement with claims intermediary service (Client satisfied)
  • Manage unpaid premiums
  • Evaluate rates on lineitems and negotiate premiums
  • Policy renewals
  • Completeness and accuracy of RecordofAdvice
  • Fit & Proper, FAIS, FICA and Code of Conduct compliant
  • Grow portfolio by up and cross selling
  • Build long term relationships with clients
***
Competencies:(Knowledge, skills and attributes)**- Honesty, Integrity and Good Standing

  • Strong administrative skills
  • Good verbal
- and written communication skills at all levels

  • Selfdiscipline and time management
  • Punctuality
  • Meet deadlines
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