Job Description

POSITION SUMMARY / JOB PURPOSETo actively pursue the growth of the Company by maintaining the existing book of business and write new business for the Short-term Insurance department. The position will also oversee and manage the department and report directly to the General Manager.MINIMUM REQUIREMENTSEducationGrade 12 / Matric / EquivalentCertificate/Diploma in Short-term Insurance NQF L4 (Requirement to obtain within 2 years of DOFA)Certification/LicenseRE 5 (requirement to obtain within 2 years of DOFA)Work Experience3 - 5 years Underwriting and Claims Processing Financial Services related experienceKNOWLEDGE, SKILLS & ABILITIESxc2xb7 Maintain and manage department systems and proceduresxc2xb7 Proficiency in MS Office (MS Word and MS Excel in particular)xc2xb7 Excellent problem-solving skillsxc2xb7 Ability to manage multiple projectsxc2xb7 Innovative thinkerxc2xb7 Excellent verbal and written communication skillsxc2xb7 Experienced negotiation skillsxc2xb7 Eagerness to learn and grow with the departmentxc2xb7 Comply with honesty, integrity and good standing requirementsxc2xb7 Detailed oriented and highly organizedJOB DUTIESUnderwriting(Amendments & renewals)xc2xb7 Provide suitable advice and intermediary services to clientsxc2xb7 Pro-actively manage the client portfolio, ensuring continuity and compliance to the mandate and Company and Industry policies, procedures, and requirementsxc2xb7 Review policy needs of existing clients, make suitable recommendations based on the needs identifiedxc2xb7 Obtain and provide quotes to existing clientsxc2xb7 Send through amendments to insurers or where applicable do it directly on the online systemsxc2xb7 Provide suitable advice and intermediary servicesxc2xb7 Keep clients informed at all times on the progress of their interaction with you and the companyCompliance & Reportingxc2xb7 Maintain best practice standards and comply with all present and future statutory and regulatory requirements for the Financial Services Industry including record keepingxc2xb7 Provide weekly and monthly reports to managementMarket the firmxc2xb7 Promote all the available services offered by the CompanyClient relationship Managementxc2xb7 Engage with clients to identify their needs and source suitable insurance productsxc2xb7 Develop strong client relationships retain businessClaimsxc2xb7 Send through insurer claim forms to clientsxc2xb7 Manage claims process for clients from registering the claim, doing follow up calls and email to insurers, to providing the client with regular feedback until the claim is finalizedxc2xb7 Assist with supporting documentationTeamwork & leadershipxc2xb7 Provide guidance to new business and claims assistantsxc2xb7 Review standard documentation and templates, make recommendations to the HOD and assist with implementation thereofKey Performance Indicatorsxc2xb7 Claims ratios on portfolio managedxc2xb7 New Businessxc2xb7 Retention ratioxc2xb7 RenewalsUnderwritingxc2xb7 Identify and develop profitable business opportunitiesxc2xb7 Obtain and provide quotes to prospective clientsxc2xb7 Provide suitable advice and intermediary services to clientsxc2xb7 Keep clients informed at all times on the progress of their interaction with you and the companyxc2xb7 Ability to work with private individuals and top management of commercial/corporate companies

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