Business Description:
THE COMPANY operates under the Sanlam FSP license. It consists of Financial, Investment, Short Term Insurance and Tax Advice Divisions which are all supported by an Administrative Division.
THE COMPANY strives to provide financial piece of mind by offering holistic financial solutions to their customers.
Responsibilities:
Handling all queries relating to personal and commercial lines.
Renewal discussions with the insurers and clients.
Amendments on existing portfolios.
Registration of claims with the insurer and dealing with the claims until settled.
Qualifications:
Regulatory Examination Level 5 - is not a prerequisite but will be an advantage
Grade 12 / Matric essential.
NQF 4 (Short Term Insurance) – With min 30 Credits (personal & Commercial Lines) – is not a prerequisite but will be an advantage.
Experience and Knowledge Required:
No Experience required if the candidate is a graduate as mentioned above.
If no qualification, then at least 2 years ‘experience within the long-term Insurance industry.
Windows 7/8/10
Microsoft Office (Outlook, Word, & Excel)
Competencies & Skills Required:
Vibrant Person with a Positive attitude towards life and willingness to grow as a person.
Job Knowledge/continues improvement.
Ability to work under pressure and meet deadlines.
Methodical, detailed and organised work style. Planning and Organising.
Professional Appearance.
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