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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.

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