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:

• RE 5
• Insurance qualification (IISA)

Experience:

• Minimum 5 years in 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.
• Renewals.
• 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.