Vacancy Details
Employer: Envestpro
The purpose of this position is to be the liaison between clients and insurance companies on clients claims and to provide timeous feedback. Submitting claims on behalf of clients and follow up with Insurers on client’s behalf and negotiate a settlement if needed as well as updating and maintaining administration tracking sheet (for all admistrative staff).
Candidate Requirements
- Minimum of 3 - 5 years’ experience in similar role.
- Experience in handling short-term insurance queries and claims (Personal lines and commercial lines claims)
- Solid MS Excel experience
- Short-term Insurance industry knowledge
- Service Delivery
- Deadline Driven
- Planning and organising
- Excelllent verbal and written communication skills
- Problem solving
- flexible
- Adaptability and ability to work in fast paced enviroment
Qualifications
- Matric/Grade 12
- A Tertiary qualification with preference for NQF 5, 120 credits within the Short-Term Insurance Industry as per FAIS requirements – Must not be under Supervision
- RE5 Qualification
- Valid Driver’s Licence with own tranport
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About Envestpro
Envestpro was established in 1998 as a tied advisory intermediary business. Envestpro serves clients through the recruitment of talented individuals and empowering them into building successful financial planning practice.
Envestpro has grown from a single person business in 1998 to, now in 2022, serving over 285 financial Advisors across South Africa. Envestpro has 2 Office centres in Johannesburg namely Midrand and Fourways. Envestpro also has 2 offices in Pretoria East. Our Coastal offices are in Durban, Gqeberha (PE) and Cape Town. We also have presence in Umthata and other outlying areas.
Through our intermediary force we now serve over 38,000 clients and are responsible for intermediating over 12 Billion rand in clients assets. Our End-to-End financial service ensures that we take care of all our clients’ financial needs under one roof. Our services include Wills and Estate Planning, Short and Long Term Investing, Retirement and Legacy Planning, Family Protection, Health and Medical Planning, Short Term Insurance and Solutions for Business including Corporate Benefits, Commercial Insurance and Business Continuity Planning. These services are underpinned by a dedicated team of support staff who strive to deliver exceptional services. Our differentiator is not only our service offering but also our Training and Development.
Envestpro is focused on empowering our advisory force through best in industry training and continuous development. We are able to take complex knowledge and distil it into easy-to-understand methodologies that have been proven to help clients create wealth. Our Envestpro Client Strategy© methodology has helped Envestpro to become one of the largest Tied Intermediary forces in South Africa. Most of our existing and new Financial Advisors have achieved double digit growth continuously over long periods of time. Envestpro Advisors are continuously winning awards and outperforming many their peer group advisors. Our commercial success is underpinned by our Purpose statement of “Changing Lives”. We believe that good people make good advisors. Our culture and values are more important to us than commercial success. We are very proud and protective of our culture. We are truly driven by the desire to change our advisors, employees and clients lives for the better. We are proud to provide an environment of Integrity, Purpose, Positivity and Success.
Looking for something more than just a job? Join our established team and experience a brighter life!
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