Recommended Qualifications:
- Academic (Degree or Dip) - Matric, FAIS Compliant (Short Term Insurance Qualifications at NQF Level 4)
- Functional Certificate Courses: Successfully passed RE5, Class of Business Commercial lines
Minimum Other Training Required:
- Effective Time Management
- Computer literacy (Excel, Word, Outlook, PowerPoint)
- Email and Telephone Etiquette
Minimum Years of Formal & Informal Training/Experience Required:
A seasoned Insurance Professional with in-depth understanding of various insurance products, industry regulations, and risk management principles. Minimum 7 - 10 years relevant work experience in the short-term insurance industry, within a commercial underwriting space with technical insurance knowledge and strong client management and internal skills to ensure effective and compliant insurance solutions.
Key Competencies Required:
- Results oriented
- Customer Driven
- Continuous Learning
- Assertiveness
- Honesty and Integrity
- Ethical Behavior
- Adaptable to change
- Ability to use initiative / proactive
- Team player
- Goal oriented
- Time management
- Communication skills
- High Attention to detail
- Analytical ability and mindset
- Broad market insight and expertise
- Negotiating skills
- Updated industry knowledge and skills
- Experience of Assets All Risk covers
- Experience of motor fleets
- Experience in Aggregate funds
- Experience financial lines covers (Liabilities & D&O)
- Working experience in General Commercial lines cover
Key Performance Areas:
- Administration of the Commercial clients and the Joint venture partners portfolios, reporting to the Underwriting manager.
- Market Analysis, keeping up to date with trends, changes in regulations including competitor activity to provide internal advice and recommendations.
- Policy management overseeing administration of insurance policies, renewals, adjustments, and claims.
- Business development identifying opportunities for growth and cross-sell opportunities.
- Assist AE in obtaining prospective clients current insurance details.
- On request from AE, approach market for quotes and complete comparison.
- Prepare comparative spreadsheet and compile documentation.
- Process policy on business system, raise and provide invoices.
- Prepare updated placing slips to approach the insurance market, ensuring all paperwork is accurate and compliant with regulatory requirements.
- Draw claims experience and 3 years loss ratio reports, 6 weeks prior to renewal.
- Review policy and check if renewal rules are applied correctly.
- Complete daily diary items and action incoming mail daily.
- Ensure that all deadlines are met, and that SLAs are adhered to.
General Responsibilities:
- Maintaining professional behavior and work ethic.
- Display personal accountability for own actions, quality of work, and personal development.
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