Job Purpose:
- Reviewing proposal forms, verifying client’s data, assessing the proposed risk within set standards, counter-checking 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 and direct clients 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
Knowledge, experience and qualifications required
- Bachelor’s degree (insurance option preferred)
- At least one year experience in the insurance industry
- Computer literate