Job Purpose:

• Reviewing proposal forms, verifying client’s data, assessing the proposed risk within set standards, counter-checking the terms of the policy as well as reviewing the conditions of the policy

Key responsibilities

• Assess the proposed risk within set standards
• Keep detailed and accurate records of policies underwritten and decisions made
• Review proposal forms
• Release policy documents, endorsements, valuation report to clients
• Communicate with clients on the renewal terms
• Maintain high standards of customer service - responding to clients enquiries; walk-in clients,telephone and emails
• Liaise with intermediaries and direct clients on issues relating to their policies
• Apply the credit control policy by ensuring that debit/credit notes raised are mailed and that they reach the clients/intermediaries within the shortest time possible.
• Issue policy documents of general business
• Generate renewal notices for all renewal business
• Delegated Authority: As per the approved Delegated Authority Matrix
• Perform any other duties as may be assigned from time to time

Key Performance Measures

• As described in your Personal Score Card

Knowledge, experience and qualifications required

• Bachelor’s degree insurance option preferred
• At least one year experience in the insurance industry
• Computer literate