Personal Lines Broker

24 hours ago

Johannesburg, South Africa RAD Resources Full time

Insurance Brokerage in Johannesburg North is seeking a dedicated Insurance Broker to oversee clients' short-term insurance needs, ensuring unparalleled personalized service and standards maintenance.

Responsibilities include:

- Servicing existing portfolios and providing quotations
- Assisting clients telephonically and confirming instructions in writing
- Completing voice logging system and maintaining detailed records
- Handling written instructions for policy changes and ensuring timely action
- Managing changes on CIMS system, generating documents, and sending to clients
- Maintaining a diary for follow-ups and addressing outstanding information/documentation
- Advising clients on insurance needs and keeping detailed working notes
- Contacting clients for cancellations and retention efforts
- Addressing client-specific issues promptly
- Raising renewals and ensuring accuracy of information
- Increasing sums insured and amending premiums accordingly
- Handling motor insurance adjustments and valuations
- Referring policies with high loss ratios to management
- Adding relevant endorsements to policies at renewal
- Generating and processing renewal letters within specified timelines
- Handling new business requirements and providing quotations
- Attending company events and initiatives as required
- Liaising with underwriters for policy limits and approvals
- Managing premium collections and follow-ups with accounts department
- Ensuring compliance with company policies and FAIS regulations
- Maintaining up-to-date documentation for all processes

For more information please contact:
**Ciszeldi van Dyk

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