Job Purpose:
The role holder will be responsible for reviewing proposal forms, verifying client’s data, assessing the proposed risk within set standards, counter-checking the terms of the policy as well and reviewing the conditions of the policy.
Key responsibilities:
Policy Analysis: Assess the proposed risk within set standards.
Booking of retail policies and issuance of motor certificates.
Review proposal forms to ensure compliance with U/W guidelines and KYC and ensure proper
documentation and storage of information in DMS.
Release policy documents, endorsements, valuation report to clients.
Maintain high standards of customer service – responding to client’s enquiries; (walk-in clients, telephone
and emails).
Effective communication: Liaise with intermediaries and direct clients 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.
Assist senior underwriters in assessing complex risks and gathering data that will help in decision making.
Delegated Authority: As per the approved Delegated Authority Matrix.
Perform any other duties as may be assigned from time to time.
Knowledge, experience and qualifications required:
Bachelor’s degree (insurance option preferred).
Progress in Diploma in insurance or equivalent.
At least three (3) years’ 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.
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