Personal Lines Broker

1 month ago


Gauteng Johannesburg, South Africa RAD Resources Full time
RAD Resources’s job vacancy, Career and Recruitment

Job title : Personal Lines Broker – JHB – Northern Suburbs jobs in Gauteng

Job Location : Gauteng, Johannesburg

Deadline : May 02, 2024

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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

*Accounting / Financial Services  jobs in south africa

*Personal Lines Broker – JHB – Northern Suburbs in Johannesburg


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