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Personal Lines Broker

3 months ago

Johannesburg, Gauteng, South Africa RAD Resources Full time

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.


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 followups and addressing outstanding information/documentation
  • Advising clients on insurance needs and keeping detailed working notes
  • Contacting clients for cancellations and retention efforts
  • Addressing clientspecific 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 followups with accounts department
  • Ensuring compliance with company policies and FAIS regulations
  • Maintaining uptodate documentation for all processes

For more information please contact:
**Ciszeldi van Dyk