Private Client Specialist
2 weeks ago
Job Advert Summary:
To manage and administer personal lines portfolio's via brokers and or direct as the case may be - end to end.
Minimum Requirements:
Qualifications:
- RE
- Insurance qualification (IISA).
Experience:
- 5 years personal lines insurance and policy administration experience.
Knowledge:
- Sound / indepth skill and knowledge in personal lines insurance and practise.
- Basic understanding of regulatory requirements and adherence there too (FAIS, TCF etc).
Skills:
- Ability to provide alternate cover structures where required.
- Ability to interact with brokers and or clients as the case may be verbally and in writing.
- Ability to manage and administer personal lines portfolio's as follows:
- Accurately, efficiently and in accordance with broker requirements.
- Within business process standards.
- Within the business underwriting (including reinsurance) and regulatory framework
Computer literacy.
- Policy management system (WebSure)
- MS Office
- Internal systems
Duties and Responsibilities:
- Build, manage and maintain broker/ client relationships.
- Execution of amendments accurately, efficiently and speedily in accordance with broker / client requirements.
- Presentation of subsequent premium and cover changes where appropriate.
- 1st time resolution.
- 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 framework and process.
- Drive organic growth.
- Monitor and ensure retention.
- Upsell/cross sell.
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