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Private Client Specialist

1 month ago

Johannesburg, 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 5
- 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/in-depth 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/cross-selling