Broking Assistant

Summary

To provide support to the Sales Team by proactively administering the insurance needs/portfolios of clients through follow up and auxiliary services to the clients’ satisfaction and within the Company’s guidelines through accurate and timely turnaround times.

Responsibilities

• Principal:

  • • To be knowledgeable of the company’s correspondent relationships with overseas markets and to be able to guide and implement such reporting requirements as may arise
  • • To anticipate and initiate advice on such matters pertinent to the proper protection of assets and liabilities of the client
  • • Slips are prepared and dispatched to the market, based on renewal criteria
  • • To provide insurance companies with written confirmation of instructions on or before the attachment date;
  • • To ensure all POCA requirements are relevant and current for client accounts
  • • All documents and instructions are to be scanned and attached, copies of client instructions are to be maintained on the system.
  • • All documents and instructions are to be scanned and attached, copies of client instructions are to be maintained on the system
  • • Process changes requested by clients during the policy year according to service standards
  • • Ensure that invoices are dispatched to clients according to service standards
  • • Assist with the preparation of quotes
  • • Follow up for certificates of insurance

• Performance Criteria:

  • • Policies are implemented and/or renewed as instructed avoiding lapse in cover.
  • • Documents to clients are dispatched within the required time
  • • Binders and invoices are issued within the prescribed time
  • • Emails are acknowledged within 24 hours
  • • Calls are returned to clients within 24 hours
  • • The quality and presentation of work is maintained in accordance with the Company’s standards.
  • • Clients instructions are carried out within the prescribed time

Required Skills

• • Excellent communication skills, both written and verbal
• • Must be able to work in a fast-paced environment with demonstrated ability to handle multiple/competing tasks and demands.
• • Excellent interpersonal /organizational and time management skills.
• • High level of proactivity and initiative
• • Working knowledge of Microsoft Office Suite – Excel, PowerPoint, word
• • Computer/IT savvy

Qualifications

• • The post holder should hold a Diploma in Insurance studies or equivalent qualification
• • Three years’ experience in a similar capacity
• • Working knowledge of classes of General Insurance

Additional Information and Instructions

• Working Conditions:

  • • Normal office environment and hours, but incumbent will sometimes be required to work beyond the prescribed schedule as required.

Qualified applicants are invited to submit applications no later than 21/03/2005

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