Job Purpose:
Reviewing proposal forms, verifying client’s data, assessing the proposed risk within set standards, counterchecking the terms of the policy as well as reviewing the conditions of the policy.
Key responsibilities:
• Assess the proposed risk within set standards.
• Keep detailed and accurate records of policies underwritten and decisions made.
• Review proposal forms.
• Release policy documents, endorsements, valuation report to clients.
• Communicate with clients on the renewal terms.
• Maintain high standards of customer service - responding to clients enquiries; (walk-in clients, telephone and emails).
• Liaise with intermediaries on issues relating to their policies.
• Apply the credit control policy by ensuring that debit/credit notes raised are mailed and that they reach the clients/intermediaries within the shortest time possible.
• Issue policy documents of general business.
• Generate renewal notices for all renewal business.
• Delegated Authority: As per the approved Delegated Authority Matrix
• Perform any other duties as may be assigned from time to time.
Key Performance Measures:
• As described in your Personal Score Card.
Knowledge, experience and qualifications required:
• Bachelor’s degree (insurance option preferred).
• At least one year experience in the insurance industry.
• Computer literate.
Technical/ Functional competencies:
• Knowledge of insurance regulatory requirements.
• Knowledge of insurance products.
• Sales and marketing management skills.
• Diplomatic in handling client relationship.
• Leadership category responsibility framework (Core Competencies):
Emerging Leaders Competency Descriptions.
• Presenting and Communicating Information - Speaks fluently; expresses opinions, information and key points of an argument clearly; presents effectively; responds quickly to others ‘reactions and feedback during conversations; projects credibility.
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Deadline of this Job: 30 January 2023