Personal Lines Admin Assistant

Description:

Job Title: Personal Lines Admin Assistant
Location: Centurion, Gauteng
Industry: Financial Services
Employment Type: Full-time

Overview: A leading financial services company in Centurion is seeking a highly organized and detail-oriented Personal Lines Admin Assistant to join their dynamic team. This role offers an exciting opportunity for an individual with experience in the short-term insurance industry, looking to further develop their career in a supportive and fast-paced environment.

Key Responsibilities:

• Generate personal lines quotations based on advice provided by advisers.
• Provide accurate and timely quotations to advisers, ensuring contact details are correct.
• Prepare and manage comprehensive quotation files, including comparison quotes, application forms, and FAIS documentation.
• Activate accepted quotations with the chosen product provider and ensure seamless transition to policy activation.
• Prepare and send welcome packs to clients, including policy schedules, policy wordings, and relevant documentation.
• Handle daily underwriting requests from advisers and providers, ensuring all policy adjustments are managed effectively.
• Request and negotiate renewal terms from providers and prepare renewal packs for advisers, focusing on both personal lines and commercial-linked policies.
• Manage the renewal process for both standalone personal lines policies and policies linked to commercial lines, ensuring all required documents are prepared and sent to clients.
• Maintain accurate records and upload all relevant documents into the company's system (myPractice).
• Collaborate with compliance monitoring teams to ensure adherence to all regulatory requirements.

Requirements:

• Generate personal lines quotations based on advice provided by advisers.
• Provide accurate and timely quotations to advisers, ensuring contact details are correct.
• Prepare and manage comprehensive quotation files, including comparison quotes, application forms, and FAIS documentation.
• Activate accepted quotations with the chosen product provider and ensure seamless transition to policy activation.
• Prepare and send welcome packs to clients, including policy schedules, policy wordings, and relevant documentation.
• Handle daily underwriting requests from advisers and providers, ensuring all policy adjustments are managed effectively.
• Request and negotiate renewal terms from providers and prepare renewal packs for advisers, focusing on both personal lines and commercial-linked policies.
• Manage the renewal process for both standalone personal lines policies and policies linked to commercial lines, ensuring all required documents are prepared and sent to clients.
• Maintain accurate records and upload all relevant documents into the company's system (myPractice).
• Collaborate with compliance monitoring teams to ensure adherence to all regulatory requirements.

• Grade 12 (Matric) or equivalent.
• Minimum of 3 years’ experience in the short-term insurance industry.
• Proficient in MS Office.
• NQF Level 4 Short-Term Insurance qualification or studying towards completion.
• FSCA confirmation (DOFA) and RE5 Examination (Representatives) completed.

• Excellent teamwork and communication skills.
• Strong organizational and planning abilities.
• Exceptional attention to detail, with the ability to handle pressure.
• Client service orientation with strong negotiation skills.

Minimum Requirements:

• Grade 12 (Matric) or equivalent.
• Minimum of 3 years’ experience in the short-term insurance industry.
• Proficient in MS Office.
• NQF Level 4 Short-Term Insurance qualification or studying towards completion.
• FSCA confirmation (DOFA) and RE5 Examination (Representatives) completed.

Competencies:

• Excellent teamwork and communication skills.
• Strong organizational and planning abilities.
• Exceptional attention to detail, with the ability to handle pressure.
• Client service orientation with strong negotiation skills.