Who are we?
Sanlam Namibia is a leading Financial Services Institution, which provides services in the fields of Individual Life Insurance, Group Life Insurance, Unit Trusts and Asset Management. To give substance to its objective to be fully-fledged Namibian Insurer, Sanlam Namibia is increasingly introducing greater financial and technical expertise.
Purpose of the position
Responsible for general client service and support on Personal Lines and Commercial Lines
Main Duties and Responsibilities
Accurate and timely processing on insurer systems or notify insurer of client instruction
Activate endorsement process in CRM and follow through on all activities
Communicate endorsement schedule for corrections against client instruction
Ensure that commercial endorsement premiums are calculated according to the agreed rates from the insurers
Ensure that risks are underwritten correctly as per the underwriting criteria of the insurers
Check renewal terms against in-force policy
Activate renewals process in CRM follow through on all activities
Provide client quotations in line with agreed underwriting criteria
Accurately and timely process of proposal in line with prescribed procedure
Ensure that all proposals are FIA compliant
Ensure that debit order details are correct
Activate cancellation endorsement process in CRM
Follow up on possible refunds and ensure that it is duly processed
Assist and advise clients on enquiries and complaints
Communicate client suggestions on service improvement to the Client Relations Consultant
Ensure that claim forms are fully completed with copies of required documents
Process claim in CRM and follow through on all activities
Update claims notes in CRM with every client interaction
Regular follow-up on the progress of claims
Regular follow-up with insurers on final settlement of claim
Assist with account queries from clients, insurers and Finance department
Qualifications and Experience
Grade 12 with 1-2 years working experience in the Financial Services industry
Experience in the short-term insurance industry will be an added advantage
Knowledge and Skills
MS Word, Outlook and Excel
Proficient in English
Good interpersonal skills
Ability to resolve disputes, complaints and conflicts
Good communication skills
Be well versed in the relevant insurance policy wordings
Knowledge of relevant insurer systems
Advanced knowledge of CRM
More Information
- Job Application Details IF YOUR SKILLS MATCH THE ROLE REQUIREMENTS PLAESE APPLY THROUGH THE RECRUITER WEBSITE: https://career5.successfactors.eu/careers?company=sanlamlifeP2 SHORTLISTED CANDIDATES WILL BE CONTACTED
- This job has expired!
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