Job Description
We are looking for an experienced person to assist with administrating investment portfolios.

To be successful in this role, you will need excellent verbal and written communication skills, as well as competency in Microsoft Office applications, such as Word and Excel.

Company: Stepp
Location: Stepp Bella Rosa, Cape Town

Duties and Responsibilities:

• Switches between funds
• Additional investments for clients
• Make retirement annuities paid up
• Withdrawals
• Section 14 transfers
• Change beneficiary, debit order etc.
• Download tax certificates and schedules
• Do comparison analysis between different options
• Do investment review
• Do quotes on various life platforms

Requirements

• 5 years’ experience working with investment administration
• Excellent computer skills
• Knowledge of Excel
• Fully bilingual – Afrikaans and English
• Presentable and neat appearance
• Grade 12

Please indicate your expected remuneration structure.

Closing date: 22 February 2019

Company: Stepp Philren (Pty) Ltd
Location: Mossel Bay

Duties and Responsibilities:

• Assist broker with all short term related administration – amendments, queries, and new business on Tial and other relevant online systems
• Handling of incoming calls, enquiries and service requests by clients or broker
• Assist with obtaining quotes and compiling comparisons thereof
• Confirmation to clients, Insurers and Banks
• General administration
• Preparation of files
• Constant internal/insurance company products training, Online Academy, Shadowmatch, Product specific training

Requirements

• Grade 12
• A minimum of 5 years’ experience in the administration/policy management of short term insurance: Personal Lines, Commercial Lines, Agri Insurance, C.A.R, Marine etc
• Insurance literate, knowledge of basic risks and rates
• Computer literate (Microsoft Office and Outlook)
• Telephone skills
• Fluently bilingual (Afrikaans and English)
• RE 5 Exam successfully completed
• Experience in Tial, Santam and Old Mutual Insure online systems will be beneficial
• Short term insurance credits will be beneficial
• Strong admin abilities
• Good time management skills
• Presentable and neat appearance
• Excellent verbal and non-verbal communication skills
• Friendly and positive personality
• Able to contribute positively as part of a team, helping with various tasks as required.
• Able to work under pressure
• Deliver accurate work

Please indicate your expected remuneration structure.

Contact person: : Thinus Jansen van Rensburg (thinus@stepp.co.za)

Closing date: 22 March 2019

Job Description
We are looking for an individual who has a passion for administration and insurance.

To be successful in this role, you will need excellent verbal and written communication skills, as well as competency in Microsoft Office applications, such as Word and Excel.

Company: Stepp Truck & Cargo

Location: Stepp Atlas Gardens, Cape Town

Duties and Responsibilities:

• Ensure capturing of detailed, accurate information
• Ensure correct information is obtained from the customer and submitting the claim to the insurers
• Ensure claims are finalised within set parameters (turnaround time, terms and conditions applied accurately)
• Ensure regular feedback to customers and other stakeholders, as determined by the company and/ or customer requirements
• Building and maintaining relationships, and liaising with, key stakeholders to meet job objectives
• Take accountability for the resolution of customer complaints, with a view to customer retention
• Be innovative and use judgement to solve unique or unusual customer situations outside set parameters, with a view to customer retention.
• Deliver service the Stepp way through personal effort and through others.
• Deliver on Treating Customers Fairly principles in alignment with regulatory requirements

Requirements

• 5 years’ admin experience
• Excellent computer skills
• Knowledge of Excel
• Fully bilingual – Afrikaans and English
• Presentable and neat appearance
• Grade 12
• Insurance knowledge will be advantageous

Please indicate your expected remuneration structure.