Short Term Insurance Clerk – Admin

SUMMARY:
Out client within the Insurance industry is looking for a Short Term Insuranse Clerk - Admin.

POSITION INFO:
ROLE AND RESPONSIBILITIES

• Liaise with insurance companies to request policy documentation on behalf of potential clients
• Maintain and manage accurate records of policies and correspondence with clients and insurers
• Work closely with the insurance team to ensure administrative support is provided as required
• Assist in the preparation of reports on insurance operations
• Ensure compliance with company policies, processes and procedures
• Obtain and process Broker authorisations
• Completion of the appropriate forms, ensuring that all documentation to insurance policies is accurate and up to date
• Manage calls and customer inquiries in a professional and efficient manner
• Conduct follow-ups on calls where necessary
• Handle all information with trust and confidentiality
• Deal with clients and processes in line with company procedures
• Optimal use of the "Short Term" computer system
• Ensure confidentiality of database information
• Carry out any other instruction from Management
• Build positive relationships by going above and beyond with customer service
• Meet daily personal/team qualitative and quantitative targets, achieving all service, productivity, and quality objectives
• Create and maintain case management records of daily problems and remedial actions taken.

• Grade 12 / Matric
• RE5 qualification (Advantageous)
• Computer literacy: MS Word, Excel, Outlook, SharePoint – and ability to learn new system quickly
• Proficiency in English and Afrikaans (additional languages will be an advantage)