Private Client Specialist

2 weeks ago


Johannesburg, Gauteng, South Africa PPS Recruitment Full time

Job Advert Summary:


To manage and administer personal lines portfolio's via brokers and or direct as the case may be - end to end.

To build, manage and maintain Broker and CLient Relationships. The execution of ammendments accurately, efficiently within set timeframes in accordance with requirements of Broker/Client.

Minimum Requirements:

Education:

***- Matric (Grade 12)

  • RE
  • Insurance qualification

Experience:

  • 3 years, personal lines insurance and policy administration experience
  • Previous experience in client services or call centre environment would serve as a further advantage

Knowledge:

  • Sound/indepth skills and knowledge in personal lines insurance and practices
  • Basic understanding of regulatory requirements and adherence there too (FAIS, TCF, etc)

Computer Literacy:

  • Policy management system (WebSure)
  • MS Office

Competencies:

-
Able to provide alternate cover structures where required

  • Able to interact with brokers and/or clients as the case(s) may be verbally and in writing
  • Able to manage and administer personal lines portfolios as follows:
  • Accurately, efficiently and in accordance with broker requirements
  • Within business process standards
  • Within the business underwriting (including reinsurance) and regulatory framework

Duties and Responsibilities:

  • Building, managing and maintaining broker/client relationships
  • Execution of amendments in an accurate, efficient and speedy manner in accordance with broker/client requirements
  • Presentation of subsequent premium and cover changes where appropriate
  • 1st time resolution of requests when received
  • Renewals
  • Portfolio review
  • Updates/adjustments where appropriate and required
  • Retention and measurement thereof
  • Administration of unmet premiums
  • Cancellations
  • Broker/client complaints handling and resolution, including regular feedback
  • Adherence to regulatory, reinsurance, limits and terms, business and underwriting frameworks and processes
  • Driving organic growth
  • Monitoring and ensuring retention
  • Upselling/crossselling


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