A vacancy for the following position is available at our Kroonstad Office: Relationship Manager Assistant for Klerksdorp branch.

Staff in this position will be responsible to support the Relationship Manager to ensure professional and efficient service to Brokers with proper understanding of monthly reporting on branch objectives and set goals. Will also be responsible to perform all the given Administrative duties, such as general insurance and claims queries. Providing daily feedback with reference to incoming Quotes, New business, Renewals, Endorsements and other documents according to an established system.


This Position reports to: Relationship Manager Klerksdorp

Main Job Responsibilities:

Ensure professional and efficient service to Brokers and that all administrative duties are attended to and processed in accordance with the Company Standards and Mandates

• New Business
• Renewal
• Endorsements
• Discount requests
• Hold covered requests
• Policy Premium control
• Request the Issue of Sasria Coupons
• Sessions on policies
• Confirmation of cover
• Processing of Quotes and premium calculation checks
• Correspondence and all other means of communication
• Premium increase after claims settling
• Cancellation requests
• Broker appointments

Main Duties include:
Broker Management:
• Coordinating Broker visiting program
• Organizing broker information (New Broker applications, Quotes, Renewals, Premium Control, Claims & U/W Issues)
• Perform all Administrative duties (Requesting invoices of all travel expenses for payment by H/O)

Branch Administration:

• Daily reporting to RM on all Daily Underwriting issues
• Provide Relationship Manager with the U/W statistical & monthly reports
• Provide daily feedback with regards to New Business, Quotes, Renewals, Hold covered & NB issues
• Assist with monthly preparation of Policy Renewal Terms
• Attend to all Underwriting enquiry issues
• Assist with the preparation and processing of Quotes and premium calculation checks
• Following up on Premium increase requests after claims settling
• Attend and follow up on Policy Cancellation requests

• Daily reporting to RM on all Daily Claims registered
• Provide Relationship Manager with the Claim statistical & monthly reports
• Ensure Excellent Knowledge of the Landmark Product
• Ensure excellent Interacting skills with H/O, RM & Brokers
• Attend to Daily Correspondence from brokers and all other queries
• Attend to all Claim Enquiry issues

• Assist with basic Policy Account queries from brokers
• Attend and follow up on Broker Outstanding Premium control statements

• Ensure excellent communication between H/O, RM & Brokers
• Attend to all general document information requests by brokers (Policy schedule, Claims History, Commission statement, Outstanding Premium statement, etc)
• Ensure that company SOP & policy standards are complied with at all times
• Ensure that all mandates are complied with an all deadlines are met
• Attend to any other responsibilities/project which may be requested

Attend to any other duty requested by Relationship Manager
• Must meet deadlines
• Must assist with relief switch board and reception duties
• Responsible for attending to the branch Petty Cash

Ensure that the under noted skills are acquired and improved
• Good Technical and Underwriting Insurance Knowledge
• Information communication Technology together with hands on Training

If required must request additional training from Company.

Minimum Requirements:

The suitable candidate must meet the following minimum requirements:
• At least two years Agri insurance experience
• Relevant Short Term Insurance prescribed required qualifications will be advantageous
• RE5 certificate compliant with FAIS regulations will be advantageous
• Excellent people and interpersonal skills
• Excellent communication skills
• Fluent in Afrikaans and English
• Motivated and goal driven
• Experience in interacting with Brokers and Clients
• The ability to work under pressure.
• Excellent reporting skills and the ability to identify and address risk

Should you be interested in applying for the above position, please send your CV and contact details for attention Sarita van Rooyen in confidence via e-mail to and should reach us no later than 12pm on the 8 November 2019.