Description:
Responsibilities:
Collection of information from prospective client Setting up of and attendance to appointments with the Financial Advisor Requesting quotations from panel of insurers Ensure rates and quotations are competitive or negotiate lower rates (on instruction fromfinancial advisor) Quotations loaded to CIMS Updating and save notes on CIMS and Sales Register Typing up of comparative quote sheets Identify cross-selling/up-selling opportunities not yet identified Preparing of files with applicable paperwork Pre-populating documentation necessary to issue new business Ensure all FICA documentation is on file Ensure detailed minutes of the meeting recorded in writing in order to draft a thorough Client Advice Record upon return to the office Ensure that all client instructions are noted for future reference Ensure that documentation in need of completion and signatures are completed by the
client prior to conclusion of the meeting Typing up of new business instructions and renewal notes and changes where applicable
and sending this through to the applicable box to be processed by the Underwriting
Department Obtaining outstanding info, where applicable Cleaning up file and ensuring all in order for processing by the Underwriting Department Any and all other tasks assigned by the broker in respect of the client Updating CIMS and save notes and all client correspondence on CIMS Updating the relevant registers (Sales, New Business, Renewals etc.) Managing and taking control of all renewals to ensure renewal deadlines are met Initiate renewal process 3 months in advance and liaise with Underwriter / financial
advisor Identify Risk on all policies and make recommendations to financial advisor Assist Retentions team by sourcing alternative quotations, comparisons of alternative
quotations and reviewing the recommendations made to the client, conducting exit
interviews where applicable Attending to ad hoc special projects as and when required Attending to projects related to upsell further product offerings All other reasonable duties that might be assigned from time to time
Education/ Experience:
language. RE5 Examination advantageous Minimum of 3 years’ administrative experience in a Brokerage Driver’s License essential Basic Short Term insurance knowledge essential Short Term Insurance Qualification / Life Insurance Qualification will be advantageous Minimum of 2 years’ experience dealing with Short Term Insuran...
04 Jul 2023;
from:
gumtree.co.za