Candidates must comply with Fit & Proper requirements as stipulated in FAIS Act

• Honesty, Integrity and Good standing
• Competence:

Experience (3+ Years in industry)

NQF4 qualifications and credits

RE5 Exam passed

Class of Business completed for STI Personal and Commercial lines

• Operational Ability
• Financial Soundness
• CPD hours/points completed for last cycle (2019/2020)

The following additional factors will be to your (Candidates) advantage:

• NQF5 passed for STI
• Experience on insurance online system
• Experience on AIG online system
• Product specific training completed with main players in insurance industry

Main characteristics / strong points for candidates:

• Strong administrative skills
• Good verbal- and written communication skills at all levels
• Computer literate in Microsoft office and internet
• Self-discipline and time management
• Punctuality
• Meet deadlines

Job description:

• Make- and receive calls to clients
• Do- and follow through amendments to client policies
• Evaluate cover to avoid under insurance
• Follow through claims to amendments on policies
• Involvement with claims intermediary service (Client satisfied)
• Manage unpaid premiums
• Evaluate rates on line-items and negotiate premiums
• Policy renewals
• Completeness and accuracy of Record-of-Advice
• Fit & Proper-, FAIS, FICA and Code of Conduct compliant
• Grow portfolio by up- and cross selling
• Build relationships (Trust) with clients

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