Interact With

·         Claims Team

·         HODs

·         Finance

·         Management

·         Insurance Associations

·         Insurers

·         ITC

·         Other Brokers

·         Clients.

Job Purpose:

·         Checking and dispatch of policy documents and endorsements for the assigned Corporate clients immediately after cover placement and reverting to insurers for adjustment if any.

·         Follow up on the policy documents, endorsements and invoices from insurers after cover placement.

·         Follow up on premium collection from clients.

·         Proactively identify cross-sell opportunities within own portfolio of clients to maximise revenue and ensure all clients Insurance needs are met.

·         Timely, accurate debiting of premium as per procedures manual.

·         Arrange presentations for client on various insurance policies in consultation with the supervisor.

·         Organize unit information on general business performance for weekly/monthly reports.

·         Ensure that information from the Account Service Executives are reviewed before signoff by the supervisor.

·         Provide all technical aspects that are required for higher level reporting by the Supervisor.

·         Provide guidance and supervision to team mates as may be required.

·         Advising and guiding  the segment  clients of any other policies that would be relevant to them by the nature of their businesses.

·         Prepare and update register of insurance for the segment clients  and oversee/review register preparation by the Account Service Executive before signoff  by supervisor and sharing with the client.

·         Prepare minutes of meetings held with clients and insurers and ensure that minutes are reviewed by supervisor and filed for future reference and sharing with the clients.

·         Establish, strengthen and maintain business relationships with clients based on mutual respect to retain customers.

·         Discussing and assessing clients’ current and future insurance needs

·         Negotiating policy terms and costs with insurance providers

·         Accompany the Account Service Executives for all client meetings.

·         Maintain well organized client files and have relevant documents filed in safe custody.

·         Prepare for file audits.

·         Act as the team’s supervisor in the event that the supervisor is on leave or out of the office.

·         Carry out any other duties as assigned by management in line with the business needs.

·         A business related Bachelor’s degree from a recognized University.

·         Must possess a Diploma in Insurance or its equivalent.

·         Supervisory skills

·         Negotiating skills

·         Excellent oral and written communication skills and effective listening.

·         Presentation skills

·         Problem solving ability

·         Judgment and decision making ability

·         Motivated self-starter, comfortable in fast paced environment.

·         Demonstrated integrity and ethical standards

·         Ability to work with minimal supervision

·         Analytical with  knowledge of all technical insurance aspects

·         Technical expertise and knowledge of Insurance products and business.

·         Planning and organizing skills

·         Team building skills and ability to work productively with wide range of people.

·         Experience in monitoring marketplace to identify business opportunities.

·         Interpersonal skills.

·         Grooming skills.