Personal Lines Broker

Recruiter:

Rad Resources

Job Ref:

PTA000053/CVD

Date posted:

Friday, March 29, 2024

Location:

Johannesburg, South Africa

Salary:

30000 Monthly

SUMMARY:
Insurance Brokerage in Johannesburg North is seeking a dedicated Insurance Broker to oversee clients' short-term insurance needs, ensuring unparalleled personalized service and standards maintenance.

POSITION INFO:
Responsibilities include:

Servicing existing portfolios and providing quotations
Assisting clients telephonically and confirming instructions in writing
Completing voice logging system and maintaining detailed records
Handling written instructions for policy changes and ensuring timely action
Managing changes on CIMS system, generating documents, and sending to clients
Maintaining a diary for follow-ups and addressing outstanding information/documentation
Advising clients on insurance needs and keeping detailed working notes
Contacting clients for cancellations and retention efforts
Addressing client-specific issues promptly
Raising renewals and ensuring accuracy of information
Increasing sums insured and amending premiums accordingly
Handling motor insurance adjustments and valuations
Referring policies with high loss ratios to management
Adding relevant endorsements to policies at renewal
Generating and processing renewal letters within specified timelines
Handling new business requirements and providing quotations
Attending company events and initiatives as required
Liaising with underwriters for policy limits and approvals
Managing premium collections and follow-ups with accounts department
Ensuring compliance with company policies and FAIS regulations
Maintaining up-to-date documentation for all processes

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