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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