Commercial Lines Admin Assistant

Description:

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

Job Description:
An exciting opportunity has arisen for a detail-oriented and organized Commercial Lines Admin Assistant to join a dynamic team within a leading financial services company based in Centurion. This role offers the perfect environment for someone with a strong background in short-term insurance to apply their skills and grow professionally.

Key Responsibilities:

• Generate commercial business quotations based on adviser input.
• Ensure accurate client information (company details, registration numbers, contact information).
• Prepare comprehensive quotation files, including application forms, comparison quotes, and required FAIS documents.
• Activate accepted quotations with chosen product providers and ensure smooth processing.
• Organize and send out welcome packs with necessary policy documents to clients.
• Maintain accurate records in myPractice, including uploading all relevant documents.
• Handle day-to-day underwriting requests and ensure updates are promptly communicated to advisers and providers.
• Manage the renewal process, including preparing renewal packs, negotiating terms, and updating policies.
• Work closely with the commercial underwriting team once the first debit order is confirmed.
• Ensure all processes are followed correctly and request assistance when necessary.

Requirements:

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

Job Description:
An exciting opportunity has arisen for a detail-oriented and organized Commercial Lines Admin Assistant to join a dynamic team within a leading financial services company based in Centurion. This role offers the perfect environment for someone with a strong background in short-term insurance to apply their skills and grow professionally.

Key Responsibilities:

• Generate commercial business quotations based on adviser input.
• Ensure accurate client information (company details, registration numbers, contact information).
• Prepare comprehensive quotation files, including application forms, comparison quotes, and required FAIS documents.
• Activate accepted quotations with chosen product providers and ensure smooth processing.
• Organize and send out welcome packs with necessary policy documents to clients.
• Maintain accurate records in myPractice, including uploading all relevant documents.
• Handle day-to-day underwriting requests and ensure updates are promptly communicated to advisers and providers.
• Manage the renewal process, including preparing renewal packs, negotiating terms, and updating policies.
• Work closely with the commercial underwriting team once the first debit order is confirmed.
• Ensure all processes are followed correctly and request assistance when necessary.

• Generate commercial business quotations based on adviser input.
• Ensure accurate client information (company details, registration numbers, contact information).
• Prepare comprehensive quotation files, including application forms, comparison quotes, and required FAIS documents.
• Activate accepted quotations with chosen product providers and ensure smooth processing.
• Organize and send out welcome packs with necessary policy documents to clients.
• Maintain accurate records in myPractice, including uploading all relevant documents.
• Handle day-to-day underwriting requests and ensure updates are promptly communicated to advisers and providers.
• Manage the renewal process, including preparing renewal packs, negotiating terms, and updating policies.
• Work closely with the commercial underwriting team once the first debit order is confirmed.
• Ensure all processes are followed correctly and request assistance when necessary.

Minimum Requirements:

• Grade 12 (Matric) or equivalent.
• At least 3 years of experience within the short-term insurance industry.
• Proficient in both spoken and written English, and at least one other official South African language.
• Strong computer skills, particularly in MS Office.
• NQF Level 4 Short-Term Insurance qualification or currently studying towards completion.
• FSCA confirmation (DOFA) and successful completion of the RE 5 Examination.

Competencies Required:

• Strong organizational, planning, and multitasking abilities.
• High attention to detail, with the ability to manage pressure.
• Strong client service orientation and excellent negotiation skills.
• Team player with effective communication skills.

• Grade 12 (Matric) or equivalent.
• At least 3 years of experience within the short-term insurance industry.
• Proficient in both spoken and written English, and at least one other official South African language.
• Strong computer skills, particularly in MS Office.
• NQF Level 4 Short-Term Insurance qualification or currently studying towards completion.
• FSCA confirmation (DOFA) and successful completion of the RE 5 Examination.

• Strong organizational, planning, and multitasking abilities.
• High attention to detail, with the ability to manage pressure.
• Strong client service orientation and excellent negotiation skills.
• Team player with effective communication skills.

Minimum Requirements:

• Grade 12 (Matric) or equivalent.
• At least 3 years of experience within the short-term insurance industry.
• Proficient in both spoken and written English, and at least one other official South African language.
• Strong computer skills, particularly in MS Office.
• NQF Level 4 Short-Term Insurance qualification or currently studying towards completion.
• FSCA confirmation (DOFA) and successful completion of the RE 5 Examination.

Competencies Required:

• Strong organizational, planning, and multitasking abilities.
• High attention to detail, with the ability to manage pressure.
• Strong client service orientation and excellent negotiation skills.
• Team player with effective communication skills.