Broker Administrator

3 months ago


Pretoria, South Africa Simah Group Full time

PURPOSE

Responsible for underwriting processing and policy administration of all policies administered by Acuideas for its brokers in terms of service level agreements with various insurers and UMA’s - this includes but is not limited to quotations, endorsements, renewals, cancellations, FNOL’s as well as book take-on’s and migration projects. To ensure all policies are serviced in accordance with Acuideas Standard Operating Procedures.

MINIMUM REQUIREMENTS

Education
- Matric
- Appropriate FAIS Accreditation (Short-term insurance) - NQF 4
- RE5

Experience
- 2 years short-term insurance experience, including
- 2 year experience with policy administration systems

COMPETENCIES

**Skills**
- Computer Literacy (MS Office - Outlook, Word, Excel and Teams)
- Insurance operating system knowledge (Tial)
- Deciding and Initiating a Response with a Sense of Urgency
- Planning & Organizing
- Problem Solving and Seeking Alternatives
- Writing and Reporting Information
- Conflict handling
- Administrative skills
- Adapting and responding to change
- Attention to detail

Knowledge
- Customer relationship management
- Personal Lines/Commercial Product knowledge
- Knowledge of MS Office
- Commercial Systems knowledge
- FAIS Act
- Underwriting knowledge an advantage
- Insurance industry and related legislation

Personal Attributes
- Identifying urgent matters and ability to prioritize tasks accordingly
- Own initiative and problem solving
- Delivering Results and Meeting Customer Expectations
- Team work
- Adapting and Responding to Change
- Relating and Networking
- Resilience
- Attention to detail
- Achieving personal work goals

KEY PERFORMANCE AREAS AND OUTPUTS
- Technical Broking
- Obtain quotes from insurers on behalf of Acuideas brokers
- Upon acceptance of quote, ensure receipt of signed proposal instruction and debit order forms (where applicable)
- Send closing instruction to insurer to provide cover for clients of Acuideas brokers
- Load client and policy information onto the system to activate policy.
- Send policy documents and invoices to Acuideas brokers.
- Ensure adherence to underwriting guidelines.
- Attend to endorsements on existing policies and sending amended policy documents to Acuideas brokers
- Administration
- Attend to all quote requests, new business, amendments, renewals and cancellations in a timeous manner aligned to agreed SLA’s and Acuideas Standard Operating Procedure
- Ensure data integrity on all systems
- Ad hoc administrative functions
- Quotations
- Obtain full details regarding client risk required to quote
- Request quotes from insurers
- Quotes must be submitted to Acuideas brokers within SLA time-frames

4. Stakeholder Relationship Management
- Provide a rewarding service experience at all touch points
- Ensure that customer queries are attended to and resolved expeditiously
- Attend to all customer queries (revision/ renewals, rate negotiations with insurers, amendments, cancellations, unpaid premiums)



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