Personal Lines Admin Assistant

apartmentThe Recruitment Council placeCenturion calendar_month 
Job Title: Personal Lines Admin Assistant
Location: Centurion, Gauteng
Industry: Financial Services

Employment Type: Full-time

Overview: A leading financial services company in Centurion is seeking a highly organized and detail-oriented Personal Lines Admin Assistant to join their dynamic team. This role offers an exciting opportunity for an individual with experience in the short-term insurance industry, looking to further develop their career in a supportive and fast-paced environment.

Key Responsibilities:

  • Generate personal lines quotations based on advice provided by advisers.
  • Provide accurate and timely quotations to advisers, ensuring contact details are correct.
  • Prepare and manage comprehensive quotation files, including comparison quotes, application forms, and FAIS documentation.
  • Activate accepted quotations with the chosen product provider and ensure seamless transition to policy activation.
  • Prepare and send welcome packs to clients, including policy schedules, policy wordings, and relevant documentation.
  • Handle daily underwriting requests from advisers and providers, ensuring all policy adjustments are managed effectively.
  • Request and negotiate renewal terms from providers and prepare renewal packs for advisers, focusing on both personal lines and commercial-linked policies.
  • Manage the renewal process for both standalone personal lines policies and policies linked to commercial lines, ensuring all required documents are prepared and sent to clients.
  • Maintain accurate records and upload all relevant documents into the company's system (myPractice).
  • Collaborate with compliance monitoring teams to ensure adherence to all regulatory requirements.

Minimum Requirements:

  • Grade 12 (Matric) or equivalent.
  • Minimum of 3 years experience in the short-term insurance industry.
  • Proficient in MS Office.
  • NQF Level 4 Short-Term Insurance qualification or studying towards completion.
  • FSCA confirmation (DOFA) and RE5 Examination (Representatives) completed.

Competencies:

  • Excellent teamwork and communication skills.
  • Strong organizational and planning abilities.
  • Exceptional attention to detail, with the ability to handle pressure.
  • Client service orientation with strong negotiation skills.

This role is ideal for someone passionate about personal lines insurance and eager to take on an essential support role in a fast-paced environment. If you meet the above requirements and are ready to grow your career, we want to hear from you!

check_circleNew offer

Procurement Admin Assistant

apartmentEmporium Human CapitalplaceCenturion
Procurement Admin Assistant (POS25067) Area: Centurion Salary: R15 -20 000.00 pm  •  Matric or higher qualification  •  At least 2-3 years experience as a Procurement/ Buyers Administrator  •  Excellent administration skills  •  Strong in excel and other...
apartmentThe Recruitment CouncilplaceCenturion
Job Title: Commercial Lines Admin Assistant Location: Centurion, Gauteng Industry: Financial Services Employment Type: Full-Time Career Level: Mid-Level Qualification: Matric Experience: 3+ years in Short-Term Insurance Job Description: An exciting...
apartmentProstaff HoldingsplaceJohannesburg, 41 km from Centurion
Ability to work independently and as a team player. The successful candidate will be responsible for:  •  Supporting our sales, logistics, and administrative functions to ensure the smooth running and processing of customer orders, logistics, etc to ensure...