Job Description

Job Purpose:

Reviewing proposal forms, verifying client’s data, assessing the proposed risk within set standards, counterchecking 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 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.

Knowledge, experience and qualifications required:

Bachelor’s degree (insurance option preferred).

At least one-year experience in the insurance industry.

Computer literate.

Technical/ Functional competencies:

Knowledge of insurance regulatory requirements.

Knowledge of insurance products.

Sales and marketing management skills.

Diplomatic in handling client relationship.

Leadership category responsibility framework (Core Competencies):

Emerging Leaders in Britam need to:

Plan, direct and apply efficiencies and resources in order to optimize output and profitability against time, cost and team targets.

Effectively communicate strategic and operational departmental goals and objectives to peers and others in order to ensure proper implementation.

Ensure that department priorities are adhered to and effectively communicated.

Ensure competent and effective people resources through appropriate coaching, development and people supervision as appropriate.

Embody a high performance, proactive culture.

Effectively ensure the adherence to key performance areas, deadlines and goals in order to optimize operational effectiveness.

Effectively communicate resource needs, possible opportunities and achievements to management in order to aid them in their decision-making.

Effectively set and monitor priorities and objectives for more junior staff.

Understand and communicate objectives in relation to the larger organizational impact.

Effectively disseminate knowledge within the correct context, towards subordinates as well as management.

Appropriately model the company values while setting the pace and energy for delivering.

Effectively manage and communicate change within the department in order to increase staff and process effectiveness.

Provide access to accurate and consistent information and services across all channels.

Ensure a seamless experience for clients.

Improve service delivery for clients.

Engage in continuous brand building to become the trusted partners to clients.

How To Apply

Interested and qualified candidates should make their applications to Britam via the link Jobs at Britam

Apply for this Job Now

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