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1FINANCIAL 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.
2CLAIMS & 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.
3HEALTH CARE / MEDICAL AID BROKER
Job Description
We are looking for an experienced person to assist clients through giving advice and quotations in taking a medical plan or gap cover according to their needs.

To be successful in this role, you will need excellent problem-solving skills, be detailed orientated and must be able to work well under pressure.

Our core values are accountability, honour, integrity, passion, client centric, team work.

Company: Stepp
Location: Bloemfontein

Duties and Responsibilities
  • Assisting clients through advice and quotations.
  • Proficiency in quotation packages
  • Yearly medical plan revision with clients.
  • All relevant admin related duties – claims handling and pre-authorizations.
  • Should be willing to travel.
Requirements
  • Grade 12
  • Valid Drivers Licence and own transport
  • 2 years Health Insurance Industry Experience
  • Qualified according to FSCA requirements
  • RE5 Certificate
  • CMS Certified
  • AtWork experience will be beneficia
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  • 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.

Closing Date: 28 February 2020

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