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Job Summary
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
Pro Tem
Recruiter
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