Description:
Qualifications and Compliance requirements:Minimum three to five years relevant work experience in Short Term Insurance
Personal attributes:
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Ability to function independently and under pressure; Assertiveness; Continuous Learning; Commitment; Customer Driven; Excellent Communication skills; Flexible and Adaptable to change; Goal oriented; High attention to detail; Honesty, Integrity and Ethical Behaviour; Results oriented; Self-Starter / Proactive / Ability to use own initiative; Team player. Securing New Business
Capture and collate client and risk details received from Sales; Binder Insurers: Quote and underwrite in line with Insurer Underwriting Guide and mandates; Other Insures: Approach market for quotes; Provide Sales with quotes from Insurers; Ensure all FAIS documents are completed by Client and Sales; On confirmations from client / sales arrange cover with Insurer; Process policy documents â?? raise debits where applicable; New business pack to be emailed to AE / Client. Where applicable:Â New Business packs to be printed and bound for delivery to client by AE; Renewals:
Renewal listing, claims experience and ratio will be provided 6 weeks prior to renewal (renewals are created automatically in accordance with renewal rule set)
Check to see if all relevant FAIS documents are on file; Review the latest record of advice on the policy; Review correctness of cover and insured details on policy ; Send the renewal comparison and schedule to the insurer for review and sign off (Personal Only); Obtain / Negotiate terms with insurers (Domestic â?? Insurer collect); Assist AE with market exercise where necessary â?? complete comparison; Confirm renewal discussion with client to AE or vice-versa Underwriter â?? to be reduced to in writing; Lay off cover with Insurer (Personal); Update summary with renewal information; Process policy documents â?? raise debits where applicable ensuring debit is raised in correct financial period; Send renewal to client (copying in AE) or Complete pack to AE for delivery â?? both Domestic and Personal; Domestic:
Domestic Renewals to be prepped by the renewal team â?? from prepping to sending to client ensuring all relevant documents are attached. Where applicable, to discuss with relevant Underwriter / AE;
Confirmations
Cover confirmation to be processed immediately â?? copy to AE, client and Insurer (Insurer: Personal only); Diarise if there is outstanding information; Process amendment directly if all information available; Amendments
02 Mar 2025;
from:
gumtree.co.za