Internal Broker Administrator ( Durban North)

Recruiter:

Greys Personnel

Job Ref:

DBN002454/ZC

Date posted:

Wednesday, September 7, 2022

Location:

eThekwini North (Umhlanga / Tongaat), South Africa

Salary:

00

SUMMARY:
Our client is a leading Brokerage based in Durban North with a vacancy for a junior insurance broker assistant.

Positions available ASAP

JOB DESCRIPTION:

Responsibilities of an Internal Broker for Insurance Broker.

Amendments – General

receive instruction from Broker Consultant
Update Policy Working Document
process the amendment on Cardinal
Send updated policy schedule to Broker Consultant to check and then submit to insurer for signature and return to Broker for submission to client.
Maintain electronic versions of all correspondence and ensure filing system on Email and Share Drive is maintained and updated at all times.

Renewals

Create new folders on Sharepoint
Print Claims history and file
Prepare working document / renewal proposal spreadsheet and send to Broker Consultant to then review and use for renewal Broking.
Revalue vehicles as per online Portal.
Once Broker has confirmed renewal with the insurers, assist Broker with Renewal Presentation, send to Broker to check and discuss with client.
Process renewal Cardinal, and send to Broker to check and submit to insurers for Closing instructions.
Update Share Point with new folder and ensure all documents are saved.

New Business (Quotes)

Assist with Loading New policies on Cardinal.

General

Assist with drafting of “Confirmation of Insurance” requests from Broker Consultant, and forward back to Broker for their submission to client.
Obtain updated client contact details and ensure records are updated accordingly
Offer support to Broker Consultant
Attend to all other general queries and or office tasks which may arise.

NB! This job is now closed. You can apply for other jobs by uploading your CV.

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