Administrative Assistant: Commercial Lines

Job description:

• The Commercial Lines Admin Assistant will be responsible for generating commercial business quotations on new clients and existing clients, file preparation and activation with product provider on completion of the other marketer’s advice process.
• Attending to the day-to-day underwriting requests from clients, advisers and providers, requesting renewal terms from Providers and preparing of the renewal and renewal file for the adviser.

• Generate quotations on advice provided from advisers
• Provide relevant quotations as per adviser request
• Ensure that contact details are correct (Company name, company registration number, contact person, contact details)
• Load contact on my Practice as a prospect
• Record quotation on quotation register
• Prepare comprehensive quotation file (comparison quotes, application forms, debit order form, FAIS documents (record of advice, needs analysis, SLA, etc.))
• Activate accepted quotation with chosen product provider
• Prepare and send welcome pack (Welcome letter, policy schedule, policy wordings (Vaps, Sasria and product provider wordings), accepted quotation, FAIS documents (iComply Pack) to client and cc. the adviser)
• Upload all documents (including quotations not taken up) onto my Practice under notes
• Record new business on new business register
• Provide accepted and completed pack to compliance monitoring division (Amanda)
• After confirmation that the 1st Debit order was successful, the file must be handed over to commercial underwriting team
• Attend to the day-to-day underwriting requests from clients, advisers and providers. Prepare and send email with the updated policy schedule to the client and cc the adviser.
• Upload all documents onto my Practice.
• Request renewal terms from providers, discuss with advisers and prepare the renewal and renewal pack for the adviser.
• Attend to all the adjustments after receiving the renewal file back from the adviser. Prepare and send renewal email to client (Renewal letter, updated renewal schedule, policy wordings (VAPS, SASRIA and product provider wordings), renewal schedule with changes as discussed with the client, signed FAIS documents (iComply Pack) to client and cc. the adviser)
• Upload all documents onto my Practice.
• Ensure that all processes are in place, if not, request adviser assistance

• Grade 12
• NQF Level 4 Short Term Insurance qualification
• Successfully completed the RE 5 Examination (Representatives)
• DOFA confirmation from FSCA
• Brokerage experience (Advantageous)
• A minimum of 3 years working experience within the short-term Insurance industry
• Proficient in both spoken and written English and at least one other of the official South African languages
• Computer literacy (MS Office)

• Teamwork
• Good administration, organisation, and planning skills
• Handle admin pressure
• Client service orientation
• Attention to detail
• Negotiation Skills

Closing date: 24-Feb-2026