Recommended Qualifications: Academic (Degree or Dip) - Matric FAIS Compliant (Short Term Insurance Qualifications at NQF Level 4) Functional Certificate Courses: Successfully passed RE5, Class of Business Commercial lines Minimum Other Training Required: Effective Time Management, Computer literacy (Excel, Word, Outlook, PowerPoint), Email and Telephone Etiquette. Minimum Years of Formal & Informal Training/ Experience Required: A seasoned Insurance Professional with in-depth understanding of various insurance products, industry regulations, and risk management principles.
Minimum 7 - 10 years relevant work experience in the short-term insurance industry, within a commercial underwritings space with technical insurance knowledge and strong client management and internal skills to ensure effective and compliant insurance solutions.
Key Competencies Required: Results oriented Commitment Customer Driven Continuous Learning Assertiveness Honesty and Integrity Ethical Behavior Adaptable to change Ability to use initiative / proactive Team player Goal oriented Time management High Attention to detail Detailed oriented Analytical ability and mindset Broad market insight and expertise Negotiating skills Updated industry knowledge and skills Experience of Assets All Risk covers Experience of motor fleets Experience in Aggregate funds Experience financial lines covers (Liabilities & D&O) Working experience in General Commercial lines cover Key Performance Areas: Administration of the Commercial clients and the Joint venture partners portfolios, reporting to the Underwriting manager. Assist AE in obtaining prospective clients current insurance details. On request from AE, approach market for quotes and complete comparison. Analyze market feedback and provide recommendations to AE. Ensure all relevant forms are completed and signed on receipt from AE. Market Analysis, keeping up to date with trends, changes in regulations including competitor activity to provide internal advice and recommendations. Prepare comparative spreadsheet and compile documentation. Process policy on business system, raise and provide invoices. Complete pack to AE for delivery. Prepare strategy Packs for pre-renewals 3 months in advance. Business development identifying opportunities for growth and cross-sell opportunities. Policy management overseeing administration of insurance policies, renewals, adjustments, and claims. Applying insurance knowledge, analytical and communication skills, coupled with experience and industry knowledge ensuring high levels of client satisfaction.
General Responsibilities: Complete daily diary items. Action incoming mail daily (clear mailbox daily). Assist other members of the department whenever possible. Effectively and efficiently upload and maintain electronic policy files. Perform adhoc duties as allocated from time to time. Timely Responses to email and telephonic messages. Ensure that accurate record is kept of all new matters received in the dept. Maintaining professional behavior and work ethic. Display personal accountability for own actions, quality of work, and personal development. Ensure that all deadlines are met, and that SLAs are adhered to. Be punctual, keeping to prescribed hours/timekeeping.
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