Insurance Sales Administration Assistant

The Insurance Sales Administration Assistant provides administrative and operational support to the Insurance Retentions and Insurance Sales teams, with a primary focus on the accurate and timely processing of policy and signed application cancellations.
The role supports the effective management of retention-related administration, short-term insurance processes, reporting and record maintenance. The successful candidate will contribute to efficient service delivery by ensuring that administrative activities are completed accurately, records are maintained, and queries are appropriately coordinated with clients, insurers and internal stakeholders.

Key Responsibilities

·Process and manage policy and
signed application cancellation requests accurately and within required
timeframes.
·Provide administrative support
to the Insurance Retentions and Insurance Sales teams.
·Maintain and update retention
statistics, reports and relevant departmental information.
·Ensure client and policy
records are accurate, complete and kept up to date.
·Provide administrative support
relating to short-term insurance activities and processes.
·Liaise professionally with
clients, insurers and internal stakeholders regarding administrative and
retention-related matters.
·Handle and respond to administrative
queries, ensuring matters are appropriately resolved or escalated where
necessary.
·Assist with retention
campaigns, initiatives and related administrative activities.
·Maintain accurate documentation
and ensure relevant information is readily accessible.
·Perform general departmental
administration and provide operational support as required.
·Assist with ad hoc
administrative duties to support the effective functioning of the department.
·Identify and escalate
discrepancies, outstanding information or issues that may impact service
delivery.
·Ensure all administrative
activities are completed in accordance with applicable internal processes and
requirements.
Required Qualifications
·Matric / Grade 12 is essential.
·A relevant administrative,
business or insurance qualification would be advantageous.
Required Experience
·Minimum 4 years' administrative
experience.
·Previous experience in an
insurance environment will be advantageous.
·Experience in a sales
administration or customer service environment would be beneficial.
·Experience working with
reports, statistics and maintaining accurate records is advantageous.
Required Skills and Knowledge
·Strong administrative and
organisational skills.
·Excellent attention to detail
and accuracy.
·Good verbal and written
communication skills.
·Computer literacy, with
proficiency in Microsoft Excel, Word and Outlook.
·Ability to work with reports,
statistics and administrative information.
·Strong time-management skills
and the ability to meet deadlines.
·Ability to manage multiple
tasks and competing priorities.
·Good problem-solving and
analytical skills.
·Ability to work independently
while contributing effectively within a team.
·Customer-focused approach with
a professional and service-oriented manner.
·Ability to work effectively
under pressure in a fast-paced environment.
·Basic knowledge or
understanding of insurance processes would be advantageous.
Essential Competencies
Attention to Detail: Demonstrates
a high level of accuracy when processing cancellations, updating policy and
client information, maintaining reports and completing administrative tasks.
Recognises discrepancies and ensures information is complete and reliable.
Customer Focus: Understands
the importance of providing professional, responsive and respectful service to
clients and stakeholders. Takes ownership of queries and ensures that matters
are handled appropriately and within reasonable timeframes.
Administrative Excellence: Maintains high standards of administrative accuracy, organisation
and efficiency. Ensures that records, documentation, reports and processes are
consistently maintained and completed in accordance with required standards.
Time Management & Planning: Plans and prioritises daily activities effectively, manages multiple
administrative requirements and ensures that deadlines and service requirements
are met without compromising accuracy.
Problem Solving: Identifies
administrative or process-related issues, investigates the underlying problem
where appropriate and takes practical steps to resolve matters or escalate them
to the relevant stakeholder.
Teamwork & Collaboration: Works collaboratively with the Retentions team, Insurance Sales
teams, clients, insurers and other internal stakeholders. Shares information
effectively and contributes positively towards achieving departmental
objectives.
Service Orientation: Demonstrates
a willingness to assist others and consistently provides professional and
efficient support. Understands the impact that timely and accurate
administration has on the overall client and stakeholder experience.
Results
Orientation: Takes ownership of assigned responsibilities and
follows tasks through to completion. Consistently works towards achieving
agreed deadlines, maintaining accurate records and supporting the department in
meeting its operational objectives.