Job Advert Summary    
Job Purpose

• Provide efficient and effective administrative support for accident and health insurance policy servicing and operations, ensuring excellent customer service, accurate processing, and compliance with regulatory requirements.

Key Responsibilities

• Technical expertise
• Work within delegated underwriting authority limits and maintain all underwriting best practices and standards within service level agreements
• Policy Servicing
• Responsible for full policy servicing of new and renewals business, issuance of adjustments, declarations and endorsements, are issued accurately, efficiently in a timely manner by rating and or capturing transactions to the core business system
• Verify client information and validate policy details
• Ensure timely issuance of policy documents as per regulatory requirements
• Communicate effectively with internal and external partners and stakeholders
• Recode keeping of all policy contracts and correspondence in a robust, timely and diligent manner
• Operations Support
• Maintain accurate records and databases and policy records
• Perform data capturing and data validation tasks
• Assist with reporting and statistical analysis
• Participate in internal audits and compliance checks
• Customer Service
• Provide exceptional customer service via phone, email, and written correspondence
• Resolve client complaints and manage escalation matters to the relevant channels
• Build strong relationships with all partners such as brokers, clients, and stakeholders
• Compliance and Risk Management
• Ensure stringent adherence to all regulatory requirements
• Maintain confidentiality and handle sensitive information securely
• Identify and report potential risks or compliance issues
• Team Participation
• Function and thrive within a team environment by actively participating, supporting, contributing and collaborating to the betterment of the team, products, services and efficiencies

Required Knowledge and Experience    
Experience

• 1-2 years’ experience in insurance policy servicing and operations
• Strong history of administrative and organizational skills
• Excellent and efficient communication and customer service skills
• Ability to work within agreed service level agreements and timelines
• Attention to detail and accuracy
• Basic analytical and problem-solving skills
• Strong adherence to compliance and underwriting best practice
• Ability to maintain confidentiality and handle sensitive information
• General underwriting knowledge (ability to interpret policy wording, understanding inter-relationship between claims and underwriting)
• General insurance terminology
• General legal knowledge (prescription act, insurance act, FAIS)
• Basic risk assessment knowledge

Skills

• Proficient in latest versions of Microsoft Office (Word, Excel, Outlook)
• Familiarity with general insurance software systems
• Strong data capturing and data analysis skills

Educational Requirements    
Minimum Requirements

• Grade 12/NQF Level 4 certification
• Relevant tertiary qualification – or studying towards a tertiary qualification (certificate or diploma in insurance, business administration) advantageous
• 1-2 years’ experience in insurance policy servicing and operations
• FAIS (Financial Advisory and Intermediary Services) certification (or willingness to obtain)