PURPOSEResponsible for underwriting processing and policy administration of all policies administered by Acuideas for its brokers in terms of service level agreements with various insurers and UMA's – this includes but is not limited to quotations, endorsements, renewals, cancellations, FNOL's as well as book take-on's and migration projects. To ensure all policies are serviced in accordance with Acuideas Standard Operating Procedures.MINIMUM REQUIREMENTSEducationMatricAppropriate FAIS Accreditation (Short-term insurance) – NQF 4RE5Experience2 years short-term insurance experience, including2 year experience with policy administration systemsCOMPETENCIESSkillsComputer Literacy (MS Office – Outlook, Word, Excel and Teams)Insurance operating system knowledge (Tial)Deciding and Initiating a Response with a Sense of UrgencyPlanning & OrganizingProblem Solving and Seeking AlternativesWriting and Reporting InformationConflict handlingAdministrative skillsAdapting and responding to changeAttention to detailKnowledgeCustomer relationship managementPersonal Lines/Commercial Product knowledgeKnowledge of MS OfficeCommercial Systems knowledgeFAIS ActUnderwriting knowledge an advantageInsurance industry and related legislationPersonal AttributesIdentifying urgent matters and ability to prioritize tasks accordinglyOwn initiative and problem solvingDelivering Results and Meeting Customer ExpectationsTeam workAdapting and Responding to ChangeRelating and NetworkingResilienceAttention to detailAchieving personal work goalsKEY PERFORMANCE AREAS AND OUTPUTS1. Technical BrokingObtain quotes from insurers on behalf of Acuideas brokersUpon acceptance of quote, ensure receipt of signed proposal instruction and debit order forms (where applicable)Send closing instruction to insurer to provide cover for clients of Acuideas brokersLoad client and policy information onto the system to activate policy.Send policy documents and invoices to Acuideas brokers.Ensure adherence to underwriting guidelines.Attend to endorsements on existing policies and sending amended policy documents to Acuideas brokers2. AdministrationAttend to all quote requests, new business, amendments, renewals and cancellations in a timeous manner aligned to agreed SLA's and Acuideas Standard Operating ProcedureEnsure data integrity on all systemsAttend to general correspondence and e-mails to independent brokers according to company standardsAd hoc administrative functions3. QuotationsObtain full details regarding client risk required to quoteRequest quotes from insurersQuotes must be submitted to Acuideas brokers within SLA time-frames4. Stakeholder Relationship ManagementProvide a rewarding service experience at all touch pointsEnsure that customer queries are attended to and resolved expeditiouslyAttend to all customer queries (revision/ renewals, rate negotiations with insurers, amendments, cancellations, unpaid premiums)
#J-18808-Ljbffr