Insurance Administrator – RE5 (advantageous)

Assured Life – a newly licensed FSP with a large existing client base, set in the heart of vibrant Cape Town requires the services of an experienced RE5 Insurance Administrator.

Skills required:

  • Matric with an RE5 certification (advantageous)
  • 2 years’ experience within the insurance and FSP industry
  • Proven sales experience – preferably on a financial product or business management experience
  • Have a solid knowledge or background within the debt review industry

Your duties will include, but will not be limited to:

  • Assist in compliance and regulation, whilst driving our sales strategy and targets
  • Daily recording of stats, including packs loaded, missing mandates, policies scheduled and sent
  • Managing qualifying criteria of clients for credit life and funeral cover
  • Compilation of gross monthly premiums and forecasts, including expected vs. actual premiums received, the number of claims vs. claims paid out, rejected and commission payments
  • To ascertain total amount of clients signed up for debt review to get an accurate amount of qualifying clients
  • Ensuring all policy schedules and session certificates are sent to creditors and attend to escalated insurance queries
  • Warming up leads via Whatsapp medium for vehicle insurance
  • Monthly reporting on credit life, funeral cover and vehicle insurance
  • Assisting debt collectors where needed on insurance based scenarios
  • Liaising with creditors and validation of commissions
  • Performing a sales function and do monthly report writing

This position is well suited to an individual who have proven financial product or business management experience. Only candidates with a solid insurance background will be considered for this role. The salary on offer is 6K per month.

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