Personal Lines Broker - JHB

SUMMARY:
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POSITION INFO:

Responsibilities

• To service and provide quotations on existing portfolios.
• To assist clients telephonically, take instructions over the phone and confirm instructions in writing to client
• To complete the voice logging system with clients, surname and the reason for the call.
• To attend to written instructions to add and delete items from existing policies and confirm in writing that this addition or deletion has been actioned
• To capture all changes on the CIMS system, generate schedules and debit/credit notes, and send to client with covering letter.
• To keep a diary in respect of all outstanding information/documentation and ensure that this is followed up on a regular basis, either by telephone, email or fax/sms
• Renewals
• New Business
• Reinsurance
• Credit Control
• Treating Customers Fairly

Requirements

Tertiary/Professional Qualification

Grd 12

FIAS Compliancy including required Qualifications

Technical Knowledge

Technical knowledge of Personal Lines Short Term Insurance Underwriting

Insurance Market Rates

Market Developments

Experience

Minimum 5 Years’ Experience in Personal Lines