Policy Servicing Administrator (Remote Working)

SUMMARY:
Durban - A well established Independent insurance brokerage is seeking a Policy Servicing Administrator to join their team.

The ideal candidate will have experience in the insurance industry and be responsible for efficiently handling policy administration, servicing clients, and ensuring seamless policy processing across multiple insurance products.

POSITION INFO:
Key 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.

• 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.