Personal Lines Broker - JHB

Pro Tem; Johannesburg; On-site; ZAR 350,000 - 500,000; Full time

Job summary

Pro Tem in Johannesburg seeks a qualified candidate with minimum 5 years of experience in Personal Lines for client servicing and insurance underwriting. The role involves providing quotations, assisting clients telephonically, and capturing changes on the CIMS system. Candidates must possess Grd 12, FIAS compliance, and technical knowledge of insurance market rates. Attention to detail and excellent communication skills are essential for success in this position.

Qualifications

• Tertiary qualifications including Grd 12 and FIAS compliancy required.
• Minimum 5 years' experience in Personal Lines.
• Technical knowledge of Personal Lines Short Term Insurance Underwriting.

Responsibilities

• Service and provide quotations on existing portfolios.
• Assist clients telephonically and confirm instructions in writing.
• Capture changes on the CIMS system and generate schedules.

Skills

Client assistance

Communication skills

Technical knowledge of insurance

Attention to detail

Education

Grd 12

FIAS Compliancy

Job description

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 Insurance Underwriting

Insurance Market Rates

Market Developments

Experience

Minimum 5 Years’ Experience in Personal Lines