Policy Servicing Administrator (Remote Working)
Posted on 2025-03-28
| Category | Admin Clerical Secretarial |
|---|---|
| Location | eThekwini / Durban |
Job Summary
Responsibilities:
Manage and service client policies across long-term, short-term, and medical insurance products. Process policy changes, amendments, renewals, cancellations and general administration. Provide exceptional customer service to clients, addressing inquiries and assisting with policy-related matters. Prepare and process quotations using Discovery, Momentum, Old Mutual, Sanlam, Hollard, PPS, Medihelp, Bonitas, Bestmed, Stratum, Zestlife and Liberty quote packages and servicing quotes. Utilize Zoho Office and Atwork CRM system for policy servicing and administration. Maintain accurate and up-to-date client records within CRM systems. Assist financial advisors and clients with documentation, compliance, and policy-related queries. Ensure adherence to industry regulations and company policies. Work proactively to identify process improvements and enhance service delivery.
Requirements:
Experience in the insurance industry is a must . Proficiency in using Discovery, Momentum, Old Mutual, Sanlam, Hollard, PPS, Medihelp, Bonitas, Bestmed, Stratum, Zestlife and Liberty websites and quote packages. Strong knowledge of Zoho Office, Atwork, and Microsoft Office Suite. RE5 and Financial Planning or Wealth Management qualifications (advantageous but not required). High attention to detail and accuracy in processing policy documents. Proactive, energetic, and a fast learner who takes initiative. Strong organizational and multitasking skills. Ability to work independently in a remote setting. Excellent communication and customer service skills.
Policy Servicing Administrator (Remote Working) position available in eThekwini, Durban. This job position was posted by . The job has been posted on 2025-03-28 in the Admin Clerical Secretarial category
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