Required Knowledge, Skills, and Abilities
Mission, Values and Service Strategy:
Uphold and support the company values of Focus, Resilience, Tenacity, Discipline, and Relationships.
Adhere to principles of Client Service, Professionalism, Performance, Innovation, and Partnership.
TCF � Treating Customers Fairly:
Ensure customers feel confident that they are dealing with a company where TCF is core to the culture.
Provide customers with clear information before, during, and after the point of sale.
Deliver suitable advice and acceptable service standards.
Avoid unreasonable post-sale barriers for clients.
Performance Management:
Meet agreed individual objectives aligned with company goals.
Participate in regular appraisals and business review meetings.
Administration:
Complete all administrative tasks accurately and on time.
Maintain compliance with the paperless environment concept.
Relationships:
Build strong interdepartmental and third-party relationships to ensure effective processing.
Self-Development:
Maintain FAIS compliance and keep updated with industry developments.
Build and maintain strong relationships with clients and Account Executives.
Provide accurate, timely communication and updates via calls, emails, and meetings.
Respond to and resolve client queries as per underwriting SOP guidelines.
Inform and educate clients about coverage, exclusions, and exposures.
Assist clients in mitigating risks where necessary.
Ensure all renewals, endorsements, new business, and unpaid premiums are processed accurately and on time.
Prepare comparative quotations when required.
Obtain all necessary documentation such as FICA, valuation certificates, and tracking certificates.
