Private Client Specialist
Job Advert Summary
To manage and administer personal lines portfolio's via brokers and or direct as the case may be - end to end. Build, manage and maintain broker/client relationships.
Minimum Requirements
Qualifications:
Experience:
Knowledge:
Skills:
Computer literacy.
Duties and Responsibilities
To manage and administer personal lines portfolio's via brokers and or direct as the case may be - end to end. Build, manage and maintain broker/client relationships.
Minimum Requirements
Qualifications:
- RE 5.
- Insurance qualification (IISA).
Experience:
- > 5 years personal lines insurance and policy administration experience.
Knowledge:
- Sound / in-depth skill and knowledge in personal lines insurance and practise.
- Basic understanding of regulatory requirements and adherence there too (FAIS, TCF etc).
Skills:
- Ability to provide alternate cover structures where required.
- Ability to interact with brokers and or clients as the case may be verbally and in writing.
- Ability to manage and administer personal lines portfolio's as follows.
- Accurately, efficiently and in accordance with broker requirements.
- Within business process standards.
- Within the business underwriting (including reinsurance) and regulatory framework
Computer literacy.
- Policy management system (WebSure)
- MS Office
- Internal systems
Duties and Responsibilities
- Build, manage and maintain broker / client relationships.
- Execution of amendments accurately, efficiently and speedily in accordance with broker / client requirements.
- Presentation of subsequent premium and cover changes where appropriate.
- 1st time resolution.
- Renewal.
- Portfolio review.
- Updates / adjustments where appropriate and required.
- Retention and measurement thereof.
- Administration of unmet premiums.
- Cancellations
- Broker / client complaints handling and resolution including regular feed-back.
- Adherence to regulatory, reinsurance, limits and terms, business and underwriting framework and process.
- Drive organic growth.
- Monitor and ensure retention.
- Upsell / cross sell.
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