Position: Policy Administrator
Location: Bryanston
Salary: R 300 000 TCTC per annum
Description:
- This role also encompasses a number of general administration duties within the Administration Services department.
- Administrators are required to assist with the clearing of the daily workflow within the following work areas; preparation of documents, scanning, quality checking, indexing, printing, sending letters, underwriting and setting up new claims, and any other general administration duties.
- The Administrator is expected to complete work to a consistently high standard whilst maintaining a high level of productivity.
Key responsibilities:
- Preparing batches for scanning ensuring clear policy numbers/claim numbers
- Scanning batches ensuring all pages match the number quoted, quality checking ensuring all documents can be viewed and the correct volume of pages match, indexing policy/claim batches checking the customer matches the system to the batch.
- Data Entry – ensuring all details are accurate from the claim forms when inputting onto our core systems
- Ensuring any manual attachments are 100% checked
- Applying the underwriting criteria to new applications for cover on a daily basis
- Uploading daily files to the database
- Sending e-mail/letters to policy holders with regards to decisions made
- Ensuring that work produced is of the highest possible standard and within Service Level Agreements
- Promoting a positive image of client companies
- Seeking to achieve and exceed productivity and quality levels and ensuring all targets are met on a daily, weekly and monthly basis
- Taking an active role as a team member
- Responding to changing priorities and ensuring tasks are completed quickly and efficiently
- Identify and escalate to Line Manager any risks associated with both the department and the wider business.
- Answering and handling phone calls in an enthusiastic, courteous and efficient manner as required.
Requirements:
-
Matric /Grade 12
-
Regulatory Examination – Representative
- Full NQF 4 Short-Term Insurance qualification or better (would be
an advantage)
Desired Skills:
- RE5
- Insurance
- Policy Administration
- Minimum of 2 years’ experience in a similar role or a customer service focused role
- Insurance Industry Experience
- Basic IT knowledge
- Proficiency in Microsoft Excel
- Prior knowledge of the finance and motor industry would be an advantage
- Background knowledge of short-term insurance and Underwriting
Desired Work Experience:
- 2 to 5 years
Desired Qualification Level:
- Certificate