Job Purpose:


Reviewing proposal forms, verifying client’s data, assessing the proposed risk within set standards, counter-checking the terms of the policy as well as reviewing the conditions of the policy


Key responsibilities


Assess the proposed risk within set standards
Keep detailed and accurate records of policies underwritten and decisions made
Review proposal forms
Release policy documents, endorsements, valuation report to clients
Communicate with clients on the renewal terms
Maintain high standards of customer service - responding to clients enquiries; (walk-in clients,telephone and emails)
Liaise with intermediaries and direct clients on issues relating to their policies
Apply the credit control policy by ensuring that debit/credit notes raised are mailed and that they reach the clients/intermediaries within the shortest time possible.
Issue policy documents of general business
Generate renewal notices for all renewal business
Delegated Authority: As per the approved Delegated Authority Matrix
Perform any other duties as may be assigned from time to time


Key Performance Measures


As described in your Personal Score Card


Knowledge, experience and qualifications required


Bachelor’s degree (insurance option preferred)
At least one year experience in the insurance industry
Computer literate