(Marine)Technical Broker

SUMMARY:
Our client in the insurance industry is urgently looking for a Marine Technical Broker to join their team.

POSITION INFO:

Location: Pretoria, Gauteng

Requirements:

• Matric
• Level 4 FETC Short-term Insurance Qualification
• Higher Certificate in Insurance
• Post matric qualification(Bachelor of Commerce: Risk Management/Accounting, BBA)
• RE5 Representatives Qualification
• Minimum 5 years short-term insurance with 3 of the 5 years in commercial service, Marine Broking, claims, and underwriting capacity
• Experience in customer liaison; building and maintaining relationships
• Experience working in a Brokerage is preferred

Responsibilities:

• Set up and create broking information in accordance with the company''s Minimum Standards for Commercial Business
• Structure an appropriate insurance program for the client
• Obtain quotes and negotiate with selected markets
• Upon acceptance of a quote, ensure receipt of signed proposal instruction and debit order forms (where applicable)
• Send closing instructions to the insurer to provide cover for the client
• Send the Confirmation of cover form to the client
• Load policy information onto the system and create a client file.
• Issue invoices on policies (new policies, cash clients, etc)
• Ensure that clients receive policy documents and wording.
• Ensure adherence to underwriting guidelines.
• Ensure the receipt of premium payments and allocation to the correct account
• Update the register in terms of new business received
• Endorsements on existing client files and mailing to clients
• Auditing/reporting of the premium list for unpaid premiums
• Compile and submit reports timeously to line manager as per set standard
• Ensure data integrity on all systems 
• Attend to general correspondence and e-mails to clients according to company standards
• Ensure all declarations and other policy adjustments are done when required.
• Obtain full details regarding client risk required to quote
• Request quotes from insurers
• Analyze quotes received and make recommendations to clients
• Provide a rewarding service experience at all touchpoints
• Ensure that customer queries are attended to and resolved expeditiously
• Attend to all client queries (revision/ renewals, rate negotiations with insurers, amendments, cancellations, unpaid premiums)
• Minimize cancellations through regular and pro-active dealings with clients

 

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

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