Internal Broker

2 weeks ago

Cape Town, Western Cape, South Africa RBS Insurance Brokers Full time

Provide stakeholders with effective and efficient personal lines underwriting services according to the required standards and procedures in order to retain existing clients and secure new business in support of the business strategy.

Financial

  • To take appropriate action to minimize cancellations
  • Ensure retention targets are met
  • Ensure and contribute to minimisation of general expenses
Client

  • Ensure that all stakeholder (e.g. clients, AE's, insurers) communication is accurate, timeous, professional and relevant
  • Build and maintain mutually beneficial relationships with internal and external stakeholders
  • Ensure and contribute to achieving own and company required client satisfaction targets

Business Processes:

  • Adhere to company processes, service level agreements, quality assurance targets and broader regulatory frameworks wrt the following processes (but not limited to):
  • General Enquiries such as but not limited to cover, products, processes etc
  • New Business, Renewals, Endorsements and Rebroke
  • Create a risk profile
  • Analyse clients' portfolios
  • Conduct a cover assessment
  • Request, obtain and assess quotes from insurers
  • Request, obtain and/or provide clients with all required information and/or documents
  • Arrange valuations and reinsurance
  • Raise premiums
  • File all relevant documentation electronically and in hard copy
  • Cancellations
  • Follow retention processes
  • Cancel the policy on the system
  • Confirm cancellation request with the client
  • File all relevant documentation electronically and in hard copy
  • Refunds
  • Raise invoices
  • Request refunds from line manager electronically
  • File all relevant documentation electronically and in hard copy
  • Ensure claims are managed according to set processes
  • Keep diary up to date at all times
  • Ensure that surveys and valuations are received within agreed time lines
  • Ensure effective complaint resolution within the required time lines
  • Ensure service level agreements are met
  • Ensure productivity targets are met
  • Contribute towards and ensure continuous improvement in own and team performance
  • Adhere to company mandates
  • Participate and contribute in ad hoc projects

Learning and Growth:

  • Live the RBS values
  • Ensure continuous selfdevelopment
  • Ensure objectives of own development plans are achieved
  • Ensure productivity and quality assurance targets are met

Minimum Qualifications and Skills:

  • Matric or equivalent


 RE
  • FAIS Compliant (credits and/or full qualification)
  • Computer literate
  • Excellent Communication skills
  • Intermediate Excel, Word and PowerPoint skills

Minimum Experience:
years Corporate Underwriting experience

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