Qualifications
Matric and relevant courses
Solid experience working with Wealth Advisors dealing with risk benefits, claims, queries.
Duties and experience
Insurance quotes (individual life, key man, group risk, etc)
Insurance new business administration and processes
FICA and compliance requirements
Arranging of client medicals
Processing of claims
Life policy continuations
Group life experience
Use of life company systems
Admin related to changes
All risk company administration
Policy surrenders
MS Office experience required.
Other:
Processing of death claims both from a risk and an investment point of view, and new business emanating from that
Handling of cessions