WNI BROKER ASSISTANT - Bellville
Salary Negotiable
Bellville, Western Cape
Bellville,
Western Cape
more than 14 days ago
18-09-2018 8:58:47 AM
05-11-2018 8:47:54 AM
KEY PERFORMANCE AREAS:
1.Underwriting of exisiting 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 opoortunities 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 NQF4 credits
FAIS compliant (Commercial and Personal Lines)
Regulatory Exams successfully completed (RE5)
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 communication skills (verbal and written)
Team player
Client focused
Cross functional awareness