Account Exec To Broker

Qualifications and Compliance requirements Minimum three to five years relevant work experience in Short Term Insurance. Personal attributes Ability to function independently and under pressure; Assertiveness; Continuous Learning; Commitment; Customer Driven; Excellent Communication skills; Flexible and Adaptable to change; Goal oriented; High attention to detail; Honesty, Integrity and Ethical Behaviour; Results oriented; Self-Starter / Proactive / Ability to use own initiative; Team player. Securing New Business Capture and collate client and risk details received from Sales; Binder Insurers : Quote and underwrite in line with Insurer Underwriting Guide and mandates; Other Insures : Approach market for quotes; Provide Sales with quotes from Insurers; Ensure all FAIS documents are completed by Client and Sales; On confirmations from client / sales arrange cover with Insurer; Process policy documents raise debits where applicable; New business pack to be emailed to AE / Client Where applicable : New Business packs to be printed and bound for delivery to client by AE; Renewals Renewal listing, claims experience and ratio will be provided 6 weeks prior to renewal (renewals are created automatically in accordance with renewal rule set) Check to see if all relevant FAIS documents are on file; Review the latest record of advice on the policy; Review correctness of cover and insured details on policy ; Send the renewal comparison and schedule to the insurer for review and sign off (Personal Only); Obtain / Negotiate terms with insurers (Domestic Insurer collect); Assist AE with market exercise where necessary complete comparison; Confirm renewal discussion with client to AE or vice-versa Underwriter to be reduced to in writing; Lay off cover with Insurer (Personal); Update summary with renewal information; Process policy documents raise debits where applicable ensuring debit is raised in correct financial period; Send renewal to client (copying in AE) or Complete pack to AE for delivery both Domestic and Personal; Domestic Domestic Renewals to be prepped by the renewal team from prepping to sending to client ensuring all relevant documents are attached. Where applicable, to discuss with relevant Underwriter / AE; Confirmations Cover confirmation to be processed immediately copy to AE, client and Insurer (Insurer : Personal only); Diarise if there is outstanding information; Process amendment directly if all information available; Amendments Acknowledge receipt of amendment request advise AE; Binder Insurers : Process amendment in line with Insurer Underwriting Guide and mandates; Other Insurers : Obtain terms and process amendment; Send copy to Insurers this is applicable to Personal only; Email updated schedule to client, copying the AE; Cancellations Advise AE immediately; Send to Team Leads / Underwriting Managers for cancellation to be actioned; Prep refund requisition to be sent to Underwriting Managers to be authorised and sent to finance; Multi-Claimants / Portfolio Management Process corrective endorsement / cancellation on Insurers advices; Or Process corrective endorsement / cancellation as part of the renewal (rule set) raised; Manage own area of control At all times Annual leave : Ensure all outstanding mails / tasks have been attended to prior to going on leave. Be punctual, keeping to prescribed hours / timekeeping; Deadlines : Ensure all turnaround times and target dates are adhered to; Display personal accountability for own actions, quality of work and personal development; Effectively and efficiently maintain filing system; Ensure that accurate record is kept of all new matters received in the department; Ensure that all deadlines are met, and that SLAs are adhered to; Ensure required response times to emails and telephonic messages are adhered to; Ensure that all relevant Procedure Manuals (Standard Operating Procedures) are adhered to; Exhibit Company Core Values at all times (Professionalism, Integrity, Perseverance, Positive Attitude); Maintaining professional behaviour and work ethic; Perform adhoc duties as allocated from time to time; Team player and adhere to the backup arrangement as required by department to ensure cohesion. #J-18808-Ljbffr