Role Overview:
Policy Administration
- Process new insurance policies, policy renewals, endorsements, and cancellations
- Verify client details and ensure all policy documentation is accurate and up to date
- Maintain and update client records within the CRM system
Claims Handling
- Assist clients with submitting claims and gathering required documentation
- Coordinate with insurers to monitor and follow up on claims progress
- Communicate claim outcomes to clients and provide support throughout the process
Client Service & Support
- Respond promptly to client inquiries related to policies, premiums, and claims
- Deliver professional and efficient service to all policyholders
- Process policy changes, including updates to coverage, personal details, and beneficiaries
Premium Administration
- Follow up on outstanding premium payments
- Activate client policies once acceptance has been received
- Reconcile premium payments and maintain accurate financial records
- Generate and send invoices and premium statements to clients
Compliance & Documentation
- Ensure all policy-related documents comply with industry regulations
- Keep accurate and compliant records in line with FAIS and other applicable standards
- Assist with the preparation of reports for audits and regulatory purposes
Liaison with Insurers & Underwriters
- Engage with insurers to request quotes and finalize coverage terms
- Negotiate policy conditions and premiums when necessary
- Ensure all underwriting requirements are fulfilled before policy issuance
General Administration
- Handle general correspondence and maintain orderly filing systems
- Prepare management reports and operational summaries
- Support with ad hoc administrative tasks as needed
- And yes — making coffee for the boss (top priority!) ☕
To Apply:
Please send your updated CV and a motivational letter explaining why you’re a great fit for this role to recruitment@asi.co.za.
