Commercial Quotations Cosultant

2 weeks ago


Johannesburg, Gauteng, South Africa The Talent Hive Full time
Needs to have knowledge and understanding of various Commercial products - in depth knowledge.

  • Needs to understand Commercial Lines product requirement. Various Insurers and products, Commercial, Agriculture, Engineering and Hospitality.
  • Needs to understand and have knowledge of how the Commercial Lines Industry works. The trends eg. Auto Rating etc.
  • Logical thinker
  • In Dept Knowledge of Excel,(Microsoft Office)
  • Prepare quotations in accordance with standards, policies and procedures.
  • Support Business Development Consultants.
  • Attention to detail and written communication.
  • Ensure that all documentation is possessed accurately and correctly.
  • Open to change
  • Not afraid to investigate and learn new skills.
  • System Knowledge.
  • Ensure all quotations and documentation is checked and authorized before dispatched.
  • Ensure timeous and accurate management of mail count.
  • Ensure you keep to the Insurer treaty limits ensuring we are not over exposed.
  • Not afraid to speak to Brokers and or Insurers.
  • Maintain service, quality and desired outputs within a specific functional process.
  • Adhering to compliance
  • Align own behavior with the organization culture and values.
  • Be able to recommend suitable cover when quoting.
  • Process discounts within mandates.
  • Adhoc duties and special projects.
  • Adhoc assistance to your team as and when required.
  • Attend meetings as and when required.

Minimum Requirements:

  • Matric


RE
  • FAIS fit and proper
  • Relevant underwriting experience
  • CPD Hours
  • Must not be debarred with FSB Experience in the financial services industry or shortterm insurance industry (preferable)
Work Experience

Minimum Requirements:

  • At least 3 years' experience in Commercial Underwriting/Quotations
  • Must have experience in various commercial products
  • Comm, Agri, ST, Engineering etc.
  • Be able to handle a portfolio of approximately 600 Brokers.
Between - 5 Years

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