Job title: Broker Short Term Insurance (AA)
Company:
Job description: Short Term Insurance Broker (AA)
Area: Stellenbosch, Western Cape
Package: R50000 CTC P/M (negotiable) Package includes basic salary, plus medical aid and provident fund
Purpose of the position: To deliver an efficient client service relating to the Technical Broking process; from quoting stage to policy updates, renewals and cancellations as well as contribute to advice given to clients and the rest of the business. To also support the Account Executives and Claims teams.
Key Performance Areas
· Contribute ideas to operational and process efficiencies to facilitate service delivery
· Work within agreed service levels (AEs etc.)
· Ensure adherence to the procedures and processes
· Handle insurer queries
· Build and maintain relationships with insurers and relevant stakeholders
· Support AEs and Claims to handle client queries where needed
· Maintain control over all deliverables and deadlines to the benefit of clients
· Liaise with the insurers on behalf of the Account Executives
· Ensure data integrity and recording (save information in a central location for all to access,
· etc.)
· Follow peer review process on all work product, discuss with colleague where needed and
escalate key issues to the Technical Broking Manager
· Follow Standard Operating Procedures and escalate any improvement areas
· Explain cover options and outcomes to AE
· Ensure all policy documents are received, checked and filed
· Comply with all applicable regulatory requirements (Fit & Proper)
· Mitigate any possible Professional Indemnity exposure
· Request and attend regular product training
· Meet client service standards
· Communicate regularly with the client, service providers and insurers, Account Executives,
Finance and any other relevant stakeholders
· Maintain good working relationships with clients, demonstrating energy and enthusiasm
· Maintain best practice industry knowledge and work to implement the learnings within the
Technical Broking environment
· Advocate Treating Customers Fairly principles: internal clients and external third parties
(potential new clients)
Required qualifications, skills and experience
· RE5
· NQF Level 4 Short Term Insurance (Non-Life) 120 credits preferred
· Minimum 5 years relevant experience
Delivery focused
Initiates action
Leads and adapts to change
Demonstrates integrity
Expected salary: R40000 – 50000 per month
Location: Stellenbosch, Western Cape
Job date: Thu, 29 Feb 2024 23:48:46 GMT
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