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.

Build, manage and maintain broker/client relationships.

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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