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