PURPOSE

Responsible for underwriting processing and policy administration of all policies administered by Acuideas for its brokers in terms of service level agreements with various insurers and UMA’s – this includes but is not limited to quotations, endorsements, renewals, cancellations, FNOL’s as well as book take-on’s and migration projects. To ensure all policies are serviced in accordance with Acuideas Standard Operating Procedures.

MINIMUM REQUIREMENTS

Education

Matric
Appropriate FAIS Accreditation (Short-term insurance) – NQF 4
RE5

Experience

2 years short-term insurance experience, including
2 year experience with policy administration systems

COMPETENCIES

Skills

Computer Literacy (MS Office – Outlook, Word, Excel and Teams)
Insurance operating system knowledge (Tial)
Deciding and Initiating a Response with a Sense of Urgency
Planning & Organizing
Problem Solving and Seeking Alternatives
Writing and Reporting Information
Conflict handling
Administrative skills
Adapting and responding to change
Attention to detail

Knowledge

Customer relationship management
Personal Lines/Commercial Product knowledge
Knowledge of MS Office
Commercial Systems knowledge
FAIS Act
Underwriting knowledge an advantage
Insurance industry and related legislation

Personal Attributes

Identifying urgent matters and ability to prioritize tasks accordingly
Own initiative and problem solving
Delivering Results and Meeting Customer Expectations
Team work
Adapting and Responding to Change
Relating and Networking
Resilience
Attention to detail
Achieving personal work goals

KEY PERFORMANCE AREAS AND OUTPUTS

1. Technical Broking

Obtain quotes from insurers on behalf of Acuideas brokers
Upon acceptance of quote, ensure receipt of signed proposal instruction and debit order forms (where applicable)
Send closing instruction to insurer to provide cover for clients of Acuideas brokers
Load client and policy information onto the system to activate policy.
Send policy documents and invoices to Acuideas brokers.
Ensure adherence to underwriting guidelines.
Attend to endorsements on existing policies and sending amended policy documents to Acuideas brokers

2. Administration

Attend to all quote requests, new business, amendments, renewals and cancellations in a timeous manner aligned to agreed SLA’s and Acuideas Standard Operating Procedure
Ensure data integrity on all systems
Attend to general correspondence and e-mails to independent brokers according to company standards
Ad hoc administrative functions

3. Quotations

Obtain full details regarding client risk required to quote
Request quotes from insurers
Quotes must be submitted to Acuideas brokers within SLA time-frames

4. Stakeholder Relationship Management

Provide a rewarding service experience at all touch points
Ensure that customer queries are attended to and resolved expeditiously
Attend to all customer queries (revision/ renewals, rate negotiations with insurers, amendments, cancellations, unpaid premiums)

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