Job Description
- Matric (Grade 12).
- Relevant insurance qualification (e.g., RE, NQF Level 4/5 in Short-Term Insurance).
- 2–3 years’ experience in policy administration or underwriting support within a short-term insurance environment.
- Proven experience in managing data and documentation accurately within defined deadlines.
- Knowledge of short-term insurance administration processes.
- Understanding of policy documentation, endorsements, and renewals.
- Proficiency in data management and insurance systems (experience with GRAIL advantageous).
- Strong administrative and organisational skills.
Personality Traits:
- Attention to Detail.
- Professionalism.
- Team Orientation.
- Communication.
- Conflict Management.
- Proactivity.
- Customer Focus.
- Adaptability.
Duties and responsibilities:
- Policy Administration:
- Process and issue all new, renewal, and endorsement policies accurately and within defined turnaround times, typically within 24 hours of instruction.
- Maintain and update policy data on the company’s system, ensuring integrity, completeness, and compliance with underwriting standards.
- Prepare and dispatch renewal documentation and confirmation letters in accordance with internal processes.
- Action all administrative tasks related to policy extensions, endorsements, and contract notes promptly and correctly.
- Participate in system testing and assist with identifying process enhancements.
- Maintain accurate and comprehensive electronic filing and record-keeping using e-docs and Papercloud.
- Customer and Broker Service:
- Respond to broker and internal stakeholder queries in a professional, timely, and accurate manner.
- Develop and maintain effective working relationships with brokers and business development managers to ensure efficient communication and service delivery.
- Manage potential conflicts and escalations calmly and diplomatically, ensuring resolution in line with company values.
- Deliver high levels of customer service that reflect the company’s commitment to excellence and reliability.
- Data Accuracy and Compliance:
- Ensure all policy and customer information is validated and compliant with internal procedures and regulatory requirements.
- Conduct regular data verification to maintain system integrity and support audit readiness.
- Adhere to company policies, underwriting guidelines, and confidentiality standards at all times.
- Process Improvement and Team Support:
- Contribute to continuous improvement initiatives aimed at enhancing efficiency, accuracy, and service quality.
- Collaborate effectively with team members to ensure workloads are balanced and deadlines are met.
- Support the broader underwriting and operational teams with administrative assistance as required.
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