Policy Administrator


Job Title : Policy Administrator
Location : Johannesburg, Gauteng
Company : Belmar Personnel
Salary :
Open Date : 2021-04-08
Close Date : 2021-06-08

The Policy Administrator is required to provide a high level of service to clients, dealers and consultants by resolving queries and affecting policy amendments and change in order to facilitate the development of customer loyalty through customer relationship management

Matric /Grade 12
Regulatory Examination Representative
Full NQF 4 Short-Term Insurance qualification or better (would be an

Minimum of 3 years experience in policy administration
Insurance Industry experience
Proficiency in Microsoft Excel
Prior knowledge of the finance and motor industry
Background knowledge of short-term insurance and underwriting

The Policy Administrator is responsible for liaising with clients, dealers and consultants as well as reporting on matters regarding:

Our Monthly product including:
o Unpaid collections
o System collections (Fulcrum)
o Retentions programme
o Lapses
o Managing renewals (monthly anniversary)
o Managing call centre communications
o Managing policyholder communications

Our Term product queries including:
o Cancellations
o Vouchers
o Dealer documentation & communication
o Assist with dealer information on claims, ex gratias and sales
o Managing policyholder communication

Managing banks including:
o Annual info requests
o Checking product split invoice
o Checking data import exceptions

Managing platforms & collection houses including:
o Updating policy information & documentation
o Providing and managing loading of new products and premiums
o Switching off old products & pricing
o Managing product eligibility criteria

Managing internal system requirements including:
o Loading new products on AMP
o Managing eligibility criteria on AMP & IW system
o Managing documentation and communications
o Capturing manual payments on a daily basis (monthly products)
o Capturing manual policies on a daily basis (monthly products) 2/3 per week
o Loading service plans
o Assist in development and documentation of processes
o Testing new processes

Policy documentation including:
o Managing accuracy of policy documentation and version control
o Distribution of policy documentation
o Managing telesales scripts and version control
o Printing of policy documents
o Policy/product queries

Implementation of new products including:
o System requirements
o Documentation and communications to policyholders
o Documentation and communications to outside service providers

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