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.
Key Performance Measures:
As described in your Personal Score Card
Knowledge, experience and qualifications require
- Bachelor’s degree (insurance option preferred).
- At least 2-4 years experience in the insurance industry.
- Progress in professional qualification in Insurance i.e. ACII or IIK Diploma.
- Computer literate.
Technical/ Functional competencies:
- Knowledge of insurance regulatory requirements.
- Knowledge of insurance products.
- Sales and marketing management skills.
- Diplomatic in handling client relationship.
