Key Performance Areas:
1. Underwriting of Existing Business
2. Administration
3. Reporting

Job Specifications:
• Application of underwriting policy
• Manage administrative documentation (detailed records)
• Build and maintain good working relationships
• Recording details of transactions
• Handling client enquiries (verbal and written)
• Maintaining service level agreement deadlines
• Technical insurance knowledge input and advice
• Identifying/optimising business opportunities from existing clients
• Ensure FAIS compliance
• Manage premium collections
• Loading new business policies
• Administration of welcome packs to new clients
• Manages client retention
• Organising of brokers’ diaries
• Client month-end summaries

Qualifications & Experience:
• 150 NQF 4 credits
• FAIS compliant (Commercial & Personal Lines)
• Regulatory Exams Successfully completed (RE 5)
• Short-term insurance experience

Skills/Competencies:
• Interpersonal Skills
• Negotiation Skills
• Policy, product and systems Knowledge
• Planning and organising skills
• Problem solving and analysis
• Computer literate
• Good communications skills (Verbal and written)
• Team player
• Client focused
• Cross functional awareness