Company Description:

Responsibilities:

• Handle telephone calls both incoming and outgoing emails meeting requests claims and other communication as requested.
  
• Obtaining details of query resolving query with the assistance of the required departments and within the SLA levels.
  
• Liaising and managing internal and external correspondence within Origin groups various departments clients and insurers.
  
• Provide AdHoc and daytoday administrative support as directed by the ADM.
  
• Follow up on queries and outstanding matters and provide feedback to the Executives and Advisors within the ADM.
  
• Scheduling appointments for the Executives/Advisors with clients and other stakeholders when required.
  
• Editing/updating reports and documents (Google Sheets/ Docs / Excel Microsoft but not limited to these)
  
• Preparation of review documentation for new and existing clients whilst scheduling appropriate meetings (ensuring quotations are checked)
  
• Follow up and supply feedback on the progress with regards to any outstanding queries.
  
• Review and respond to emails when Executives / Advisors are out of office within 24 hours (Limited to Business related emails).
  
• Responding to client if required.
  
• Sending the email to the necessary department within the Group.
  
• Following up on the email and responding to client /finalising task.
  
• Providing the Executives / Advisors a summary report on their return to office.
  
• Refer doubtful situations to ADM Leader and relevant Advisors especially with High Value clients as per ORIGIN segmentation model.
  
• Keeping the various departments advised of details such as possibility of new claims amendments to clients details on our database. Making sure these are captured on the clients policy as well as WP being updated.
  

• Create and manage tasks within SLA
  
• Make and keep notes up to date within tasks
  
• Transferring Tasks when required to do so
  
• Ensure tasks are completed as per due date
  
• Ensure TCF and subscribe to the General code of conduct as per FSCA requirements.
  
• Contribute towards ORIGIN LEAD REFERRAL system
  
• Attend to all ad hoc requests
  

Personal competencies:

• Must be extremely detail oriented and can work under pressure.
  
• Highly organised whilst maintaining high standards of professionalism always.
  
• Communicate appropriately and handle stress in a way that does not negatively impact on the ADM customers and other stakeholders.
  
• Have a working understanding of ShortTerm Insurance both Personal and Business.
  
• Must be able to take ownership and accountability for tasks and activities
  

Requirements

Minimum Experience Level

• Minimal of 4 years Industry specific experience.
  
• Established client base.
  

Essential Qualifications

• Matric / Grade 12 / National Senior Certificate
  
• RE 1 and RE 5
  
• Meet all criteria as prescribed by FSCA for being fit and proper
  
• FAIS Compliant
  

Skills

• Proficient in Google Office Suite and/or MS Office
  
• Experience and ability to operate the WorkPool system is advantageous.
  
• Strong verbal and written communication skills.
  
• Excellent organisational and time management abilities.
  

Benefits

The Position Offers:

• Competitive remuneration packages with company benefits
• A fastpaced work environment
  
• Employee recognition initiatives