Private Client Specialist (Commercial Lines)

Job Advert Summary
To manage and administer personal lines portfolio's via brokers and or direct as the case may be – end to end. Build, manage and maintain broker/client relationships.
Minimum Requirements
Qualifications:

RE 5.
Insurance qualification (IISA).

Experience:

> 5 years personal lines insurance and policy administration experience.

Knowledge:

Sound / in-depth skill and knowledge in personal lines insurance and practise.
Basic understanding of regulatory requirements and adherence there too (FAIS, TCF etc).

Skills:

Ability to provide alternate cover structures where required.
Ability to interact with brokers and or clients as the case may be verbally and in writing.
Ability to manage and administer personal lines portfolio's as follows:

Accurately, efficiently and in accordance with broker requirements.
Within business process standards.
Within the business underwriting (including reinsurance) and regulatory framework


Computer literacy.

Policy management system (WebSure)
MS Office
Internal systems

Duties and Responsibilities

Build, manage and maintain broker/ client relationships.
Execution of amendments accurately, efficiently and speedily in accordance with broker / client requirements.
Presentation of subsequent premium and cover changes where appropriate.
1st time resolution.
Renewals.
Portfolio review.
Updates / adjustments where appropriate and required.
Retention and measurement thereof.
Administration of unmet premiums.
Cancellations.
Broker/client complaints handling and resolution including regular feed-back.
Adherence to regulatory, reinsurance, limits and terms, business and underwriting framework and process.
Drive organic growth.
Monitor and ensure retention.
Upsell/cross sell.


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