Broker Assistant Commercial Insurance - Bellville Verfied

Salary Negotiable Bellville, Western Cape Bellville, Western Cape more than 14 days ago 01-10-2018 10:04:06 AM
26-11-2018 10:04:06 AM
Candidate with relevant Short Term Insurance qualifications (FAIS and RE), and exposure to Commercial Underwriting, required to assist with underwriting existing business, administration and reporting.

Minimum requirements:
• Matric
• 150 NQF4 FAIS credits – short term insurance
• FAIS compliant for Commercial and Personal Lines Insurance
• RE essential
• Technical insurance knowledge required
• Previous short term insurance experience essential
• Policy, product and systems knowledge required

Responsibilities:
• Underwriting of existing business – Commercial
• Application of underwriting policy
• Manage administrative documents
• Relationship building
• Recording details of transactions
• Client queries – verbal and written
• Maintain SLA’s
• Technical insurance knowledge and input
• Identify new business opportunities from existing clients
• Ensure FAIS compliance
• Manage premium collections
• Administer welcome packs to clients
• Manage client retention
• Organising Brokers’ diaries
• Client month-end summaries
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