Personal lines broker - jhb

Responsibilities To service and provide quotations on existing portfolios. To assist clients telephonically, take instructions over the phone and confirm instructions in writing to client To complete the voice logging system with clients, surname and the reason for the call. To attend to written instructions to add and delete items from existing policies and confirm in writing that this addition or deletion has been actioned To capture all changes on the CIMS system, generate schedules and debit/credit notes, and send to client with covering letter. To keep a diary in respect of all outstanding information/documentation and ensure that this is followed up on a regular basis, either by telephone, email or fax/sms Renewals New Business Reinsurance Credit Control Treating Customers Fairly Requirements Tertiary/Professional Qualification

Grd 12

FIAS Compliancy including required Qualifications

Technical Knowledge

Technical knowledge of Personal Lines Short Term Insuran...