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1JUNIOR UNDERWRITER/BROKERS ASSISTANT
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
2FINANCIAL PLANNER ASSISTANT
Company: Stepp Bella Rosa
Location: Tygervalley or Somerset West

Duties and Responsibilities:
  • In depth knowledge of various life insurance products and structures
  • Proficiency in quotation packages
  • Summarising the options
  • Preparation of presentation with exact precision and a timely manner
  • Performing ad-hoc administrative duties
Requirements
  • Degree or higher will be advantages
  • Minimum three years’ experience
  • Consistent, professional dress and manner
  • Excellent Microsoft Office skills
  • Fluently bilingual (Afrikaans & English) – Speak, read & write
  • General admin experience
  • Good time management skills
  • Presentable and neat appearance
  • Friendly & positive personality
  • Able to contribute positively as part of a team, helping with various tasks as required
Please indicate your expected remuneration structure.
3CLAIMS & UNDERWRITING ADMINISTRATOR
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 Bella Rosa

Location: Stepp Bella Rosa, Mountain View Office Park, 28 Bella Rosa Street, Rosenpark

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 Process and underwrite new business quotes for the intermediaries
  • Load new policies on the system
  • Do amendments to existing policies on the system
  • Process policies on system for book take-overs and bulk increases
  • Interpret and process information for policy retention
Position Requirements:
  • Matric certificate
  • Bilingual (English & Afrikaans)
  • 5 years underwriting & claims experience – sound knowledge of underwriting, claim processes, policy wordings, pricing and systems
  • Computer literacy – Microsoft Office & must be able to do system processing
  • Good communication skills (verbal and written)
  • Analytical skills
  • Attention to detail
  • Be able to work under pressure
  • Excellent inter-personal skills
  • Sound problem solving skills
  • Highly organized worker
  • Team work and co-operation
  • Effective time management skills
  • Positive work record
  • Excellent Knowledge of Tial / System A & Roc
  • Able to work independently
  • Must work very accurately
Please indicate your expected remuneration structure.

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